HFS
PR

HBC Financial Services’s Permian Resources PR Stock Holding History

HBC Financial Services’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
2024
Q4 		$2K Hold
150
– – ﹤0.01% 165
2024
Q3 		$2K Hold
150
– – ﹤0.01% 166
2024
Q2 		$2K Sell
150
-100
-40% -$1.66K ﹤0.01% 143
2024
Q1 		$4K Hold
250
– – ﹤0.01% 127
2023
Q4 		$3K Buy
+250
New +$3.42K ﹤0.01% 134

Other funds holding PR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RH
Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $388M AUM 35.17% 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 $315B AUM 27.84% 1-Year Est. Return

HBC Financial Services's PR Position: Q4 2024 in Review

HBC Financial Services held its Permian Resources (PR) position steady in Q4 2024 at 150 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #165.

HBC Financial Services first reported a position in PR in Q4 2023 and has held it in 5 quarters since. The position peaked at $4K in Q1 2024. 536 funds tracked by Wall St. Rank hold PR as of Q4 2024.

  • HBC Financial Services held 150 shares of Permian Resources worth $2K as of Q4 2024.
  • HBC Financial Services left its Permian Resources share count unchanged in Q4 2024.
  • Permian Resources made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #165 holding.
  • HBC Financial Services first reported a position in Permian Resources in Q4 2023 and has held it in 5 quarters since.
  • HBC Financial Services's Permian Resources position peaked at $4K in Q1 2024.
  • 536 funds tracked by Wall St. Rank held Permian Resources as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.