SAM
PR

Secure Asset Management’s Permian Resources PR Stock Holding History

Secure 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
2025
Q1 		– Sell
-123,896
Closed -$1.78M – 353
2024
Q4 		$1.78M Buy
123,896
+12,338
+11% +$179K 0.27% 90
2024
Q3 		$1.52M Buy
111,558
+27,331
+32% +$402K 0.26% 102
2024
Q2 		$1.36M Buy
84,227
+2,980
+4% +$49.4K 0.26% 98
2024
Q1 		$1.43M Buy
81,247
+45,451
+127% +$667K 0.34% 73
2023
Q4 		$487K Buy
+35,796
New +$490K 0.13% 126

Other funds holding PR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
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 $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Secure Asset Management's PR Position: Q1 2025 in Review

Secure Asset Management sold out of Permian Resources (PR) in Q1 2025, closing a stake of 123,896 shares — an estimated $1.78M sold.

Secure Asset Management first reported a position in PR in Q4 2023 and held it in 5 quarters. The position peaked at $1.78M in Q4 2024. 534 funds tracked by Wall St. Rank hold PR as of Q1 2025.

  • Secure Asset Management reported no remaining Permian Resources position as of Q1 2025 after selling out during the quarter.
  • Secure Asset Management sold 123,896 Permian Resources shares in Q1 2025, an estimated $1.78M.
  • Secure Asset Management first reported a position in Permian Resources in Q4 2023 and held it in 5 quarters.
  • Secure Asset Management's Permian Resources position peaked at $1.78M in Q4 2024.
  • 534 funds tracked by Wall St. Rank held Permian Resources as of Q1 2025.

Based on Secure Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.