CAS
PR

Coppell Advisory Solutions’s Permian Resources PR Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-403
Closed -$5.7K – 1461
2024
Q4 		$5.7K Buy
403
+288
+250% +$4.17K ﹤0.01% 1289
2024
Q3 		$1.55K Hold
115
– – ﹤0.01% 1490
2024
Q2 		$1.86K Buy
+115
New +$1.91K ﹤0.01% 1401
2023
Q4 		$2.42K Hold
178
– – ﹤0.01% 1257
2023
Q3 		$1.67K Buy
178
+91
+105% +$1.15K ﹤0.01% 885
2023
Q2 		$950 Buy
+87
New +$890 ﹤0.01% 1158
2023
Q1 		– Sell
-178
Closed -$1.67K – 836
2022
Q4 		$1.67K Buy
+178
New +$1.7K ﹤0.01% 886

Other funds holding PR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Coppell Advisory Solutions's PR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Permian Resources (PR) in Q1 2025, closing a stake of 403 shares — an estimated $5.7K sold.

Coppell Advisory Solutions first reported a position in PR in Q4 2022 and held it in 7 quarters. The position peaked at $5.7K in Q4 2024. 534 funds tracked by Wall St. Rank hold PR as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Permian Resources position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 403 Permian Resources shares in Q1 2025, an estimated $5.7K.
  • Coppell Advisory Solutions first reported a position in Permian Resources in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Permian Resources position peaked at $5.7K in Q4 2024.
  • 534 funds tracked by Wall St. Rank held Permian Resources as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.