PWPS
PR

Pinnacle Wealth Planning Services’s Permian Resources PR Stock Holding History

Pinnacle Wealth Planning Services’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 		$53.7K Buy
2,520
+1,418
+129% +$24.5K 0.01% 1158
2025
Q4 		$15.5K Buy
+1,102
New +$14.8K ﹤0.01% 1833

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

Pinnacle Wealth Planning Services's PR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Permian Resources (PR) stake by 129% in Q1 2026, buying an estimated $24.5K and bringing the position to 2,520 shares worth $53.7K. The position accounts for 0.01% of the portfolio, ranked #1158.

Pinnacle Wealth Planning Services first reported a position in PR in Q4 2025 and has held it in 2 quarters since. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,520 shares of Permian Resources worth $53.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 1,418 Permian Resources shares in Q1 2026, an estimated $24.5K.
  • Permian Resources made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1158 holding.
  • Pinnacle Wealth Planning Services first reported a position in Permian Resources in Q4 2025 and has held it in 2 quarters since.
  • 614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.