Creative Planning
PR

Creative Planning’s Permian Resources PR Stock Holding History

Creative Planning’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 		$15.7M Buy
853,833
+285,832
+50% +$5.74M 0.01% 614
2026
Q1 		$12.1M Buy
568,001
+152,593
+37% +$2.63M 0.01% 606
2025
Q4 		$5.83M Buy
415,408
+75,312
+22% +$1.01M ﹤0.01% 900
2025
Q3 		$4.35M Buy
340,096
+12,148
+4% +$167K ﹤0.01% 968
2025
Q2 		$4.47M Buy
327,948
+223,734
+215% +$2.88M ﹤0.01% 822
2025
Q1 		$1.44M Buy
104,214
+32,027
+44% +$459K ﹤0.01% 1425
2024
Q4 		$1.04M Buy
72,187
+8,931
+14% +$129K ﹤0.01% 1616
2024
Q3 		$861K Sell
63,256
-24,447
-28% -$359K ﹤0.01% 1634
2024
Q2 		$1.42M Buy
87,703
+28,868
+49% +$478K ﹤0.01% 1176
2024
Q1 		$1.04M Buy
58,835
+20,058
+52% +$294K ﹤0.01% 1318
2023
Q4 		$527K Buy
38,777
+38,138
+5,968% +$522K ﹤0.01% 1685
2023
Q3 		$8.92K Buy
+639
New +$8.04K ﹤0.01% 2663
2021
Q2 		– Sell
-58,819
Closed -$247K – 2464
2021
Q1 		$247K Buy
+58,819
New +$206K ﹤0.01% 1922
2020
Q4 		– Sell
-20,819
Closed -$13K – 2435
2020
Q3 		$13K Sell
20,819
-200
-1% -$154 ﹤0.01% 2005
2020
Q2 		$19K Buy
+21,019
New +$18.5K ﹤0.01% 1835
2017
Q3 		– Sell
-1,000
Closed -$16K – 3237
2017
Q2 		$16K Buy
+1,000
New +$16.4K ﹤0.01% 3329

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

Creative Planning's PR Position: Q2 2026 in Review

Creative Planning increased its Permian Resources (PR) stake by 50% in Q2 2026, buying an estimated $5.74M and bringing the position to 853,833 shares worth $15.7M. The position accounts for 0.01% of the portfolio, ranked #614.

Creative Planning first reported a position in PR in Q2 2017 and has held it in 16 quarters since. 618 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Creative Planning held 853,833 shares of Permian Resources worth $15.7M as of Q2 2026.
  • Creative Planning bought 285,832 Permian Resources shares in Q2 2026, an estimated $5.74M.
  • Permian Resources made up 0.01% of Creative Planning's portfolio in Q2 2026, its #614 holding.
  • Creative Planning first reported a position in Permian Resources in Q2 2017 and has held it in 16 quarters since.
  • 618 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.