PWA
PR

Principia Wealth Advisory’s Permian Resources PR Stock Holding History

Principia Wealth Advisory’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 		$1.6K Buy
87
+14
+19% +$281 ﹤0.01% 650
2026
Q1 		$1.56K Buy
73
+21
+40% +$363 ﹤0.01% 585
2025
Q4 		$730 Buy
52
+37
+247% +$497 ﹤0.01% 747
2025
Q3 		$192 Hold
15
– – ﹤0.01% 894
2025
Q2 		$204 Sell
15
-10
-40% -$129 ﹤0.01% 888
2025
Q1 		$297 Sell
25
-24
-49% -$344 ﹤0.01% 703
2024
Q4 		$705 Buy
+49
New +$710 ﹤0.01% 445

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

Principia Wealth Advisory's PR Position: Q2 2026 in Review

Principia Wealth Advisory increased its Permian Resources (PR) stake by 19% in Q2 2026, buying an estimated $281 and bringing the position to 87 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Principia Wealth Advisory first reported a position in PR in Q4 2024 and has held it in 7 quarters since. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Principia Wealth Advisory held 87 shares of Permian Resources worth $1.6K as of Q2 2026.
  • Principia Wealth Advisory bought 14 Permian Resources shares in Q2 2026, an estimated $281.
  • Permian Resources made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #650 holding.
  • Principia Wealth Advisory first reported a position in Permian Resources in Q4 2024 and has held it in 7 quarters since.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.