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
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 – 2172
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 Sell
3,960
-2,530
-39% -$34.6K ﹤0.01% 719
2023
Q3 		$90.6K Buy
+6,490
New +$81.6K ﹤0.01% 753

Other funds holding PR

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 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 $95.5B AUM 28.4% 1-Year Est. Return