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
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 $5.72T 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

Creative Planning's PR Position: Q1 2026 in Review

Creative Planning increased its Permian Resources (PR) stake by 37% in Q1 2026, buying an estimated $2.63M and bringing the position to 568,001 shares worth $12.1M. The position accounts for 0.01% of the portfolio, ranked #606.

Creative Planning first reported a position in PR in Q2 2017 and has held it in 15 quarters since. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Creative Planning held 568,001 shares of Permian Resources worth $12.1M as of Q1 2026.
  • Creative Planning bought 152,593 Permian Resources shares in Q1 2026, an estimated $2.63M.
  • Permian Resources made up 0.01% of Creative Planning's portfolio in Q1 2026, its #606 holding.
  • Creative Planning first reported a position in Permian Resources in Q2 2017 and has held it in 15 quarters since.
  • 614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.