MSFP
PR

Mark Sheptoff Financial Planning’s Permian Resources PR Stock Holding History

Mark Sheptoff 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
Q1 		$11.2K Hold
500
– – 0.01% 328
2025
Q4 		$7.01K Hold
500
– – ﹤0.01% 386
2025
Q3 		$6.4K Hold
500
– – ﹤0.01% 384
2025
Q2 		$6.81K Buy
+500
New +$6.43K ﹤0.01% 374
2024
Q3 		– Sell
-11,100
Closed -$179K – 456
2024
Q2 		$179K Sell
11,100
-500
-4% -$8.29K 0.1% 98
2024
Q1 		$205K Buy
11,600
+10,800
+1,350% +$158K 0.11% 94
2023
Q4 		$10.9K Buy
+800
New +$11K 0.01% 280

Other funds holding PR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
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

Mark Sheptoff Financial Planning's PR Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Permian Resources (PR) position steady in Q1 2026 at 500 shares worth $11.2K. The position accounts for 0.01% of the portfolio, ranked #328.

Mark Sheptoff Financial Planning first reported a position in PR in Q4 2023 and has held it in 7 quarters since. The position peaked at $205K in Q1 2024. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Mark Sheptoff Financial Planning held 500 shares of Permian Resources worth $11.2K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Permian Resources share count unchanged in Q1 2026.
  • Permian Resources made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #328 holding.
  • Mark Sheptoff Financial Planning first reported a position in Permian Resources in Q4 2023 and has held it in 7 quarters since.
  • Mark Sheptoff Financial Planning's Permian Resources position peaked at $205K in Q1 2024.
  • 614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.