O'Shaughnessy Asset Management’s Permian Resources PR Stock Holding History

O'Shaughnessy 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 Q2	$533K	Sell	28,952 -14,232	-33%	-$286K	﹤0.01%	1573
2026 Q1	$921K	Buy	43,184 +18,102	+72%	+$313K	﹤0.01%	1228
2025 Q4	$352K	Sell	25,082 -19,310	-43%	-$259K	﹤0.01%	1682
2025 Q3	$568K	Buy	44,392 +18,392	+71%	+$252K	﹤0.01%	1407
2025 Q2	$354K	Buy	26,000 +10,861	+72%	+$140K	﹤0.01%	1554
2025 Q1	$210K	Buy	15,139 +3,476	+30%	+$49.8K	﹤0.01%	1762
2024 Q4	$168K	Sell	11,663 -3,127	-21%	-$45.3K	﹤0.01%	1781
2024 Q3	$210K	Buy	+14,790	New	+$217K	﹤0.01%	1661
2021 Q4	–	Sell	-15,558	Closed	-$104K	–	2166
2021 Q3	$104K	Buy	+15,558	New	+$84.8K	﹤0.01%	1354

Other funds holding PR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

O'Shaughnessy Asset Management's PR Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Permian Resources (PR) stake by 33% in Q2 2026, selling an estimated $286K and leaving 28,952 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

O'Shaughnessy Asset Management first reported a position in PR in Q3 2021 and has held it in 9 quarters since. The position peaked at $921K in Q1 2026. 619 funds tracked by Wall St. Rank hold PR as of Q2 2026.

O'Shaughnessy Asset Management held 28,952 shares of Permian Resources worth $533K as of Q2 2026.
O'Shaughnessy Asset Management sold 14,232 Permian Resources shares in Q2 2026, an estimated $286K.
Permian Resources made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1573 holding.
O'Shaughnessy Asset Management first reported a position in Permian Resources in Q3 2021 and has held it in 9 quarters since.
O'Shaughnessy Asset Management's Permian Resources position peaked at $921K in Q1 2026.
619 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.