CA
PR

Clearstead Advisors’s Permian Resources PR Stock Holding History

Clearstead 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
2026
Q2 		$31.4K Buy
1,706
+1,543
+947% +$31K ﹤0.01% 1650
2026
Q1 		$3.48K Sell
163
-7,290
-98% -$126K ﹤0.01% 1788
2025
Q4 		$105K Buy
7,453
+6,515
+695% +$87.5K ﹤0.01% 1118
2025
Q3 		$12K Buy
938
+49
+6% +$672 ﹤0.01% 1864
2025
Q2 		$12.1K Buy
889
+718
+420% +$9.23K ﹤0.01% 1822
2025
Q1 		$2.37K Buy
+171
New +$2.45K ﹤0.01% 1876
2024
Q4 		– Sell
-4,710
Closed -$64.1K – 2170
2024
Q3 		$64.1K Hold
4,710
– – ﹤0.01% 1148
2024
Q2 		$76.1K Buy
4,710
+135
+3% +$2.24K ﹤0.01% 1067
2024
Q1 		$76.7K Buy
4,575
+615
+16% +$9.02K ﹤0.01% 658
2023
Q4 		$53.9K Buy
3,960
+715
+22% +$9.79K ﹤0.01% 719
2023
Q3 		$45.3K Buy
+3,245
New +$40.8K ﹤0.01% 726

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

Clearstead Advisors's PR Position: Q2 2026 in Review

Clearstead Advisors increased its Permian Resources (PR) stake by 947% in Q2 2026, buying an estimated $31K and bringing the position to 1,706 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Clearstead Advisors first reported a position in PR in Q3 2023 and has held it in 11 quarters since. The position peaked at $105K in Q4 2025. 618 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Clearstead Advisors held 1,706 shares of Permian Resources worth $31.4K as of Q2 2026.
  • Clearstead Advisors bought 1,543 Permian Resources shares in Q2 2026, an estimated $31K.
  • Permian Resources made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1650 holding.
  • Clearstead Advisors first reported a position in Permian Resources in Q3 2023 and has held it in 11 quarters since.
  • Clearstead Advisors's Permian Resources position peaked at $105K in Q4 2025.
  • 618 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.