Action Point Financial Planning’s Permian Resources PR Stock Holding History

Action Point Financial Planning’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	$5.38K	Buy	+295	New	+$5.93K	﹤0.01%	1778

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 $3.37T AUM 44.26% 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

Action Point Financial Planning's PR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Permian Resources (PR) in Q2 2026: 295 shares worth $5.38K. The stake represents ﹤0.01% of the portfolio and ranks #1778 among its holdings.

614 funds tracked by Wall St. Rank hold PR as of Q2 2026.

Action Point Financial Planning held 295 shares of Permian Resources worth $5.38K as of Q2 2026.
Permian Resources was a new Action Point Financial Planning position in Q2 2026.
Permian Resources made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1778 holding.
614 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.