BWL
PR

Bogart Wealth LLC’s Permian Resources PR Stock Holding History

Bogart Wealth LLC’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 		$460 Buy
+25
New +$502 ﹤0.01% 1819

Other funds holding PR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bogart Wealth LLC's PR Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Permian Resources (PR) in Q2 2026: 25 shares worth $460. The stake represents ﹤0.01% of the portfolio and ranks #1819 among its holdings.

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

  • Bogart Wealth LLC held 25 shares of Permian Resources worth $460 as of Q2 2026.
  • Permian Resources was a new Bogart Wealth LLC position in Q2 2026.
  • Permian Resources made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1819 holding.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.