CFO
PR

CVA Family Office’s Permian Resources PR Stock Holding History

CVA Family Office’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 		$16.5K Buy
776
+775
+77,500% +$13.4K ﹤0.01% 854
2025
Q4 		$13 Hold
1
– – ﹤0.01% 1287
2025
Q3 		$12 Hold
1
– – ﹤0.01% 1298
2025
Q2 		$13 Sell
1
-138
-99% -$1.77K ﹤0.01% 1278
2025
Q1 		$1.92K Buy
139
+36
+35% +$515 ﹤0.01% 1010
2024
Q4 		$1.48K Buy
103
+1
+1% +$14 ﹤0.01% 1038
2024
Q3 		$1.39K Buy
102
+1
+1% +$15 ﹤0.01% 1029
2024
Q2 		$1.64K Hold
101
– – ﹤0.01% 994
2024
Q1 		$1.78K Hold
101
– – ﹤0.01% 945
2023
Q4 		$1.37K Buy
+101
New +$1.38K ﹤0.01% 947
2023
Q3 		– Sell
-100
Closed -$1.1K – 764
2023
Q2 		$1.1K Buy
+100
New +$1.02K ﹤0.01% 931

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