Whittier Trust’s Permian Resources PR Stock Holding History

Whittier Trust’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	$12.8M	Buy	606,927 +70,065	+13%	+$1.21M	0.14%	117
2025 Q4	$7.31M	Buy	536,862 +51,807	+11%	+$696K	0.08%	167
2025 Q3	$6.11M	Buy	+485,055	New	+$6.65M	0.07%	183
2020 Q3	–	Sell	-155	Closed	–	–	1486
2020 Q2	$0	Hold	155	–	–	﹤0.01%	1483
2020 Q1	$0	Sell	155 -607	-80%	-$1.54K	﹤0.01%	1563
2019 Q4	$4K	Sell	762 -111,215	-99%	-$407K	﹤0.01%	1280
2019 Q3	$505K	Buy	111,977 +3,301	+3%	+$17.7K	0.01%	395
2019 Q2	$825K	Buy	108,676 +4,646	+4%	+$41.3K	0.02%	324
2019 Q1	$914K	Buy	104,030 +5,000	+5%	+$56.8K	0.03%	299
2018 Q4	$1.09M	Buy	99,030 +5,795	+6%	+$99.4K	0.04%	272
2018 Q3	$2.04M	Buy	93,235 +396	+0.4%	+$7.45K	0.06%	225
2018 Q2	$1.68M	Buy	+92,839	New	+$1.68M	0.06%	238

Other funds holding PR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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