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Montgomery Investment Management’s Permian Resources PR Stock Holding History

Montgomery Investment 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 		$873K Buy
47,400
+17,400
+58% +$350K 0.26% 59
2026
Q1 		$640K Buy
30,000
+3,000
+11% +$51.8K 0.22% 63
2025
Q4 		$379K Hold
27,000
– – 0.14% 80
2025
Q3 		$346K Hold
27,000
– – 0.12% 80
2025
Q2 		$368K Hold
27,000
– – 0.14% 75
2025
Q1 		$374K Buy
+27,000
New +$387K 0.15% 73

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 $3.38T AUM 44.17% 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

Montgomery Investment Management's PR Position: Q2 2026 in Review

Montgomery Investment Management increased its Permian Resources (PR) stake by 58% in Q2 2026, buying an estimated $350K and bringing the position to 47,400 shares worth $873K. The position accounts for 0.26% of the portfolio, ranked #59.

Montgomery Investment Management first reported a position in PR in Q1 2025 and has held it in 6 quarters since. 619 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Montgomery Investment Management held 47,400 shares of Permian Resources worth $873K as of Q2 2026.
  • Montgomery Investment Management bought 17,400 Permian Resources shares in Q2 2026, an estimated $350K.
  • Permian Resources made up 0.26% of Montgomery Investment Management's portfolio in Q2 2026, its #59 holding.
  • Montgomery Investment Management first reported a position in Permian Resources in Q1 2025 and has held it in 6 quarters since.
  • 619 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.