Private Trust Company’s Permian Resources PR Stock Holding History

Private Trust Company’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	$2.56K	Buy	139 +36	+35%	+$723	﹤0.01%	2455
2026 Q1	$2.2K	Hold	103	–	–	﹤0.01%	2375
2025 Q4	$1.45K	Hold	103	–	–	﹤0.01%	2385
2025 Q3	$1.32K	Sell	103 -148	-59%	-$2.03K	﹤0.01%	2401
2025 Q2	$3.41K	Sell	251 -147	-37%	-$1.89K	﹤0.01%	2168
2025 Q1	$5.51K	Buy	398 +198	+99%	+$2.83K	﹤0.01%	1994
2024 Q4	$2.88K	Hold	200	–	–	﹤0.01%	2123
2024 Q3	$2.72K	Buy	+200	New	+$2.94K	﹤0.01%	2116
2024 Q2	–	Sell	-386	Closed	-$6.82K	–	2334
2024 Q1	$6.82K	Sell	386 -122	-24%	-$1.79K	﹤0.01%	1792
2023 Q4	$6.91K	Sell	508 -127	-20%	-$1.74K	﹤0.01%	1802
2023 Q3	$8.87K	Hold	635	–	–	﹤0.01%	1642
2023 Q2	$6.96K	Hold	635	–	–	﹤0.01%	1764
2023 Q1	$6.67K	Hold	635	–	–	﹤0.01%	1740
2022 Q4	$6K	Buy	+635	New	+$6.08K	﹤0.01%	1754
2022 Q3	–	Sell	-635	Closed	-$4K	–	2157
2022 Q2	$4K	Buy	+635	New	+$5.08K	﹤0.01%	1822

Other funds holding PR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Private Trust Company's PR Position: Q2 2026 in Review

Private Trust Company increased its Permian Resources (PR) stake by 35% in Q2 2026, buying an estimated $723 and bringing the position to 139 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #2455.

Private Trust Company first reported a position in PR in Q2 2022 and has held it in 15 quarters since. The position peaked at $8.87K in Q3 2023. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

Private Trust Company held 139 shares of Permian Resources worth $2.56K as of Q2 2026.
Private Trust Company bought 36 Permian Resources shares in Q2 2026, an estimated $723.
Permian Resources made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2455 holding.
Private Trust Company first reported a position in Permian Resources in Q2 2022 and has held it in 15 quarters since.
Private Trust Company's Permian Resources position peaked at $8.87K in Q3 2023.
617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.