HHM Wealth Advisors’s PermRock Royalty Trust Unit PRT Stock Holding History

HHM Wealth Advisors’s Portfolio PRT Stock Details PRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.63K	Hold	4,300	–	–	﹤0.01%	634
2026 Q1	$14.2K	Hold	4,300	–	–	﹤0.01%	571
2025 Q4	$12K	Hold	4,300	–	–	﹤0.01%	591
2025 Q3	$17K	Hold	4,300	–	–	﹤0.01%	539
2025 Q2	$17.8K	Hold	4,300	–	–	﹤0.01%	527
2025 Q1	$18.4K	Hold	4,300	–	–	﹤0.01%	511
2024 Q4	$15.1K	Hold	4,300	–	–	﹤0.01%	536
2024 Q3	$16.9K	Sell	4,300 -1,500	-26%	-$5.98K	﹤0.01%	494
2024 Q2	$22.6K	Buy	+5,800	New	+$22.9K	﹤0.01%	434

Other funds holding PRT

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

HHM Wealth Advisors's PRT Position: Q2 2026 in Review

HHM Wealth Advisors held its PermRock Royalty Trust Unit (PRT) position steady in Q2 2026 at 4,300 shares worth $9.63K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

HHM Wealth Advisors first reported a position in PRT in Q2 2024 and has held it in 9 quarters since. The position peaked at $22.6K in Q2 2024. 2 funds tracked by Wall St. Rank hold PRT as of Q2 2026.

HHM Wealth Advisors held 4,300 shares of PermRock Royalty Trust Unit worth $9.63K as of Q2 2026.
HHM Wealth Advisors left its PermRock Royalty Trust Unit share count unchanged in Q2 2026.
PermRock Royalty Trust Unit made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #634 holding.
HHM Wealth Advisors first reported a position in PermRock Royalty Trust Unit in Q2 2024 and has held it in 9 quarters since.
HHM Wealth Advisors's PermRock Royalty Trust Unit position peaked at $22.6K in Q2 2024.
2 funds tracked by Wall St. Rank held PermRock Royalty Trust Unit as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.