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
Q2 		$57.6K Buy
3,128
+608
+24% +$12.2K 0.01% 1171
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 $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

Pinnacle Wealth Planning Services's PR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Permian Resources (PR) stake by 24% in Q2 2026, buying an estimated $12.2K and bringing the position to 3,128 shares worth $57.6K. The position accounts for 0.01% of the portfolio, ranked #1171.

Pinnacle Wealth Planning Services first reported a position in PR in Q4 2025 and has held it in 3 quarters since. 618 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,128 shares of Permian Resources worth $57.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 608 Permian Resources shares in Q2 2026, an estimated $12.2K.
  • Permian Resources made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1171 holding.
  • Pinnacle Wealth Planning Services first reported a position in Permian Resources in Q4 2025 and has held it in 3 quarters since.
  • 618 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.