CT
PR

Clearstead Trust’s Permian Resources PR Stock Holding History

Clearstead Trust’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 		$5.74K Hold
312
– – ﹤0.01% 748
2026
Q1 		$6.65K Hold
312
– – ﹤0.01% 689
2025
Q4 		$4.38K Sell
312
-103
-25% -$1.38K ﹤0.01% 786
2025
Q3 		$5.31K Buy
415
+103
+33% +$1.41K ﹤0.01% 748
2025
Q2 		$4.25K Sell
312
-116
-27% -$1.49K ﹤0.01% 788
2025
Q1 		$5.93K Buy
+428
New +$6.13K ﹤0.01% 561

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 Trust's PR Position: Q2 2026 in Review

Clearstead Trust held its Permian Resources (PR) position steady in Q2 2026 at 312 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Clearstead Trust first reported a position in PR in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.65K in Q1 2026. 618 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Clearstead Trust held 312 shares of Permian Resources worth $5.74K as of Q2 2026.
  • Clearstead Trust left its Permian Resources share count unchanged in Q2 2026.
  • Permian Resources made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #748 holding.
  • Clearstead Trust first reported a position in Permian Resources in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Permian Resources position peaked at $6.65K in Q1 2026.
  • 618 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

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