WHG
PR

Westwood Holdings Group’s Permian Resources PR Stock Holding History

Westwood Holdings Group’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 		$31.2M Sell
1,464,821
-633,551
-30% -$10.9M 0.23% 158
2025
Q4 		$29.4M Buy
2,098,372
+462,393
+28% +$6.21M 0.24% 150
2025
Q3 		$20.9M Sell
1,635,979
-53,143
-3% -$729K 0.15% 185
2025
Q2 		$23M Buy
1,689,122
+709,870
+72% +$9.13M 0.17% 164
2025
Q1 		$13.6M Sell
979,252
-6,614
-0.7% -$94.7K 0.1% 190
2024
Q4 		$14.2M Buy
985,866
+8,950
+0.9% +$130K 0.11% 196
2024
Q3 		$13.3M Buy
+976,916
New +$14.4M 0.06% 236
2022
Q1 		– Sell
-16,100
Closed -$96K – 477
2021
Q4 		$96K Sell
16,100
-19,000
-54% -$129K ﹤0.01% 435
2021
Q3 		$235K Buy
+35,100
New +$191K ﹤0.01% 412
2019
Q2 		– Sell
-530,200
Closed -$4.66M – 524
2019
Q1 		$4.66M Sell
530,200
-1,240,430
-70% -$14.1M 0.05% 213
2018
Q4 		$19.5M Sell
1,770,630
-275,274
-13% -$4.72M 0.22% 134
2018
Q3 		$44.7M Buy
2,045,904
+17,986
+0.9% +$338K 0.39% 77
2018
Q2 		$36.6M Buy
2,027,918
+700,323
+53% +$12.7M 0.31% 103
2018
Q1 		$24.4M Buy
1,327,595
+10
+0% +$193 0.2% 153
2017
Q4 		$26.3M Sell
1,327,585
-186,750
-12% -$3.63M 0.2% 135
2017
Q3 		$27.2M Buy
+1,514,335
New +$25.4M 0.22% 125
2017
Q1 		– Sell
-143,203
Closed -$2.82M – 419
2016
Q4 		$2.82M Buy
+143,203
New +$2.37M 0.02% 283

Other funds holding PR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $113B AUM 38.87% 1-Year Est. Return

Westwood Holdings Group's PR Position: Q1 2026 in Review

Westwood Holdings Group reduced its Permian Resources (PR) stake by 30% in Q1 2026, selling an estimated $10.9M and leaving 1,464,821 shares worth $31.2M. The position accounts for 0.23% of the portfolio, ranked #158.

Westwood Holdings Group first reported a position in PR in Q4 2016 and has held it in 17 quarters since. The position peaked at $44.7M in Q3 2018. 616 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Westwood Holdings Group held 1,464,821 shares of Permian Resources worth $31.2M as of Q1 2026.
  • Westwood Holdings Group sold 633,551 Permian Resources shares in Q1 2026, an estimated $10.9M.
  • Permian Resources made up 0.23% of Westwood Holdings Group's portfolio in Q1 2026, its #158 holding.
  • Westwood Holdings Group first reported a position in Permian Resources in Q4 2016 and has held it in 17 quarters since.
  • Westwood Holdings Group's Permian Resources position peaked at $44.7M in Q3 2018.
  • 616 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.