OSAM
PR

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
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
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