WJWM
PR

Williams Jones Wealth Management’s Permian Resources PR Stock Holding History

Williams Jones Wealth Management’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
2024
Q4 		– Sell
-17,900
Closed -$244K – 532
2024
Q3 		$244K Hold
17,900
– – ﹤0.01% 462
2024
Q2 		$289K Hold
17,900
– – ﹤0.01% 422
2024
Q1 		$316K Sell
17,900
-2,000
-10% -$29.3K ﹤0.01% 421
2023
Q4 		$271K Sell
19,900
-1,000
-5% -$13.7K ﹤0.01% 435
2023
Q3 		$292K Sell
20,900
-91,358
-81% -$1.15M ﹤0.01% 423
2023
Q2 		$1.23M Buy
112,258
+3,500
+3% +$35.8K 0.02% 235
2023
Q1 		$1.14M Buy
108,758
+11,602
+12% +$118K 0.02% 259
2022
Q4 		$913K Buy
97,156
+4,298
+5% +$41.2K 0.02% 281
2022
Q3 		$631K Buy
92,858
+53,653
+137% +$371K 0.01% 328
2022
Q2 		$234K Sell
39,205
-12,250
-24% -$97.9K ﹤0.01% 498
2022
Q1 		$415K Hold
51,455
– – 0.01% 376
2021
Q4 		$308K Sell
51,455
-4,250
-8% -$29K ﹤0.01% 393
2021
Q3 		$373K Sell
55,705
-40,000
-42% -$218K 0.01% 362
2021
Q2 		$649K Sell
95,705
-12,000
-11% -$62K 0.01% 290
2021
Q1 		$452K Hold
107,705
– – 0.01% 323
2020
Q4 		$162K Buy
107,705
+6,164
+6% +$6.39K ﹤0.01% 444
2020
Q3 		$61K Sell
101,541
-6,000
-6% -$4.61K ﹤0.01% 424
2020
Q2 		$96K Sell
107,541
-5,575
-5% -$4.9K ﹤0.01% 396
2020
Q1 		$30K Sell
113,116
-10,500
-8% -$26.7K ﹤0.01% 374
2019
Q4 		$571K Buy
123,616
+34,700
+39% +$127K 0.01% 260
2019
Q3 		$401K Buy
+88,916
New +$477K 0.01% 298

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Williams Jones Wealth Management's PR Position: Q4 2024 in Review

Williams Jones Wealth Management sold out of Permian Resources (PR) in Q4 2024, closing a stake of 17,900 shares — an estimated $244K sold.

Williams Jones Wealth Management first reported a position in PR in Q3 2019 and held it in 21 quarters. The position peaked at $1.23M in Q2 2023. 536 funds tracked by Wall St. Rank hold PR as of Q4 2024.

  • Williams Jones Wealth Management reported no remaining Permian Resources position as of Q4 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 17,900 Permian Resources shares in Q4 2024, an estimated $244K.
  • Williams Jones Wealth Management first reported a position in Permian Resources in Q3 2019 and held it in 21 quarters.
  • Williams Jones Wealth Management's Permian Resources position peaked at $1.23M in Q2 2023.
  • 536 funds tracked by Wall St. Rank held Permian Resources as of Q4 2024.

Based on Williams Jones Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.