WA
PR

Waverly Advisors’s Permian Resources PR Stock Holding History

Waverly Advisors’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$393K Sell
18,418
-9,741
-35% -$168K ﹤0.01% 1197
2025
Q4 		$395K Buy
28,159
+416
+1% +$5.59K ﹤0.01% 1105
2025
Q3 		$355K Sell
27,743
-404
-1% -$5.54K ﹤0.01% 979
2025
Q2 		$383K Sell
28,147
-2,497
-8% -$32.1K ﹤0.01% 888
2025
Q1 		$424K Buy
30,644
+5,937
+24% +$85K 0.01% 823
2024
Q4 		$355K Buy
24,707
+3,344
+16% +$48.5K 0.01% 772
2024
Q3 		$291K Buy
21,363
+2,967
+16% +$43.6K 0.01% 690
2024
Q2 		$297K Buy
18,396
+5,404
+42% +$89.6K 0.01% 665
2024
Q1 		$229K Buy
12,992
+694
+6% +$10.2K 0.01% 627
2023
Q4 		$167K Buy
+12,298
New +$168K 0.01% 435

Other funds holding PR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return