Cassady Schiller Wealth Management’s Permian Resources PR Stock Holding History

Cassady Schiller 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	$1.8K	Buy	+125	New	+$1.81K	﹤0.01%	607

Other funds holding PR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cassady Schiller Wealth Management's PR Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Permian Resources (PR) in Q4 2024: 125 shares worth $1.8K. The stake represents ﹤0.01% of the portfolio and ranks #607 among its holdings.

536 funds tracked by Wall St. Rank hold PR as of Q4 2024.

Cassady Schiller Wealth Management held 125 shares of Permian Resources worth $1.8K as of Q4 2024.
Permian Resources was a new Cassady Schiller Wealth Management position in Q4 2024.
Permian Resources made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #607 holding.
536 funds tracked by Wall St. Rank held Permian Resources as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.