WCA
PR

Westover Capital Advisors’s Permian Resources PR Stock Holding History

Westover Capital 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
2025
Q1 		– Sell
-67,816
Closed -$975K – 244
2024
Q4 		$975K Buy
+67,816
New +$983K 0.21% 96

Other funds holding PR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Westover Capital Advisors's PR Position: Q1 2025 in Review

Westover Capital Advisors sold out of Permian Resources (PR) in Q1 2025, closing a stake of 67,816 shares — an estimated $975K sold.

Westover Capital Advisors first reported a position in PR in Q4 2024 and held it in 1 quarter. The position peaked at $975K in Q4 2024. 534 funds tracked by Wall St. Rank hold PR as of Q1 2025.

  • Westover Capital Advisors reported no remaining Permian Resources position as of Q1 2025 after selling out during the quarter.
  • Westover Capital Advisors sold 67,816 Permian Resources shares in Q1 2025, an estimated $975K.
  • Westover Capital Advisors first reported a position in Permian Resources in Q4 2024 and held it in 1 quarter.
  • Westover Capital Advisors's Permian Resources position peaked at $975K in Q4 2024.
  • 534 funds tracked by Wall St. Rank held Permian Resources as of Q1 2025.

Based on Westover Capital Advisors's 13F filing for Q1 2025, filed 6 May 2025.