HWM
PR

HB Wealth Management’s Permian Resources PR Stock Holding History

HB Wealth 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
Q2 		$538K Buy
29,245
+8,304
+40% +$167K ﹤0.01% 1064
2026
Q1 		$446K Buy
+20,941
New +$362K ﹤0.01% 1033

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

HB Wealth Management's PR Position: Q2 2026 in Review

HB Wealth Management increased its Permian Resources (PR) stake by 40% in Q2 2026, buying an estimated $167K and bringing the position to 29,245 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

HB Wealth Management first reported a position in PR in Q1 2026 and has held it in 2 quarters since. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • HB Wealth Management held 29,245 shares of Permian Resources worth $538K as of Q2 2026.
  • HB Wealth Management bought 8,304 Permian Resources shares in Q2 2026, an estimated $167K.
  • Permian Resources made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1064 holding.
  • HB Wealth Management first reported a position in Permian Resources in Q1 2026 and has held it in 2 quarters since.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.