CCWM
PR

Cassaday & Co Wealth Management’s Permian Resources PR Stock Holding History

Cassaday & Co 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
2026
Q2 		$387 Hold
21
– – ﹤0.01% 1157
2026
Q1 		$448 Buy
+21
New +$363 ﹤0.01% 1201

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

Cassaday & Co Wealth Management's PR Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Permian Resources (PR) position steady in Q2 2026 at 21 shares worth $387. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Cassaday & Co Wealth Management first reported a position in PR in Q1 2026 and has held it in 2 quarters since. The position peaked at $448 in Q1 2026. 618 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Cassaday & Co Wealth Management held 21 shares of Permian Resources worth $387 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Permian Resources share count unchanged in Q2 2026.
  • Permian Resources made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1157 holding.
  • Cassaday & Co Wealth Management first reported a position in Permian Resources in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Permian Resources position peaked at $448 in Q1 2026.
  • 618 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.