CAM
PR

Cresset Asset Management’s Permian Resources PR Stock Holding History

Cresset Asset Management’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 		$3.66M Sell
171,841
-116
-0.1% -$2K 0.02% 433
2025
Q4 		$2.41M Buy
171,957
+3,488
+2% +$46.8K 0.01% 518
2025
Q3 		$2.16M Buy
168,469
+7,937
+5% +$109K 0.01% 505
2025
Q2 		$2.19M Buy
160,532
+135,572
+543% +$1.74M 0.01% 474
2025
Q1 		$346K Buy
24,960
+9,208
+58% +$132K ﹤0.01% 1245
2024
Q4 		$227K Sell
15,752
-11,061
-41% -$160K ﹤0.01% 1506
2024
Q3 		$365K Buy
26,813
+5,791
+28% +$85.1K ﹤0.01% 1707
2024
Q2 		$340K Buy
21,022
+3,118
+17% +$51.7K ﹤0.01% 1650
2024
Q1 		$316K Buy
17,904
+174
+1% +$2.55K ﹤0.01% 1554
2023
Q4 		$241K Buy
+17,730
New +$243K ﹤0.01% 1599
2019
Q2 		– Sell
-114
Closed -$1K – 1371
2019
Q1 		$1K Buy
+114
New +$1.29K ﹤0.01% 1846

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