WI
PR

WBI Investments’s Permian Resources PR Stock Holding History

WBI Investments’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
Q2 		– Sell
-62,126
Closed -$1.32M – 345
2026
Q1 		$1.32M Buy
+62,126
New +$1.07M 0.37% 59
2025
Q3 		– Sell
-68,700
Closed -$936K – 356
2025
Q2 		$936K Buy
+68,700
New +$884K 0.24% 120
2024
Q4 		– Sell
-132,836
Closed -$1.81M – 275
2024
Q3 		$1.81M Buy
132,836
+49,576
+60% +$728K 0.43% 62
2024
Q2 		$1.34M Buy
+83,260
New +$1.38M 0.33% 82
2023
Q1 		– Sell
-77,418
Closed -$728K – 221
2022
Q4 		$728K Buy
+77,418
New +$741K 0.16% 116

Other funds holding PR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $388M AUM 35.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

WBI Investments's PR Position: Q2 2026 in Review

WBI Investments sold out of Permian Resources (PR) in Q2 2026, closing a stake of 62,126 shares — an estimated $1.32M sold.

WBI Investments first reported a position in PR in Q4 2022 and held it in 5 quarters. The position peaked at $1.81M in Q3 2024. 619 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • WBI Investments reported no remaining Permian Resources position as of Q2 2026 after selling out during the quarter.
  • WBI Investments sold 62,126 Permian Resources shares in Q2 2026, an estimated $1.32M.
  • WBI Investments first reported a position in Permian Resources in Q4 2022 and held it in 5 quarters.
  • WBI Investments's Permian Resources position peaked at $1.81M in Q3 2024.
  • 619 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.