PWMG
PR

Private Wealth Management Group’s Permian Resources PR Stock Holding History

Private Wealth Management Group’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 		$3.35K Hold
182
– – ﹤0.01% 984
2026
Q1 		$3.88K Hold
182
– – ﹤0.01% 859
2025
Q4 		$2.55K Hold
182
– – ﹤0.01% 1001
2025
Q3 		$2.33K Hold
182
– – ﹤0.01% 1063
2025
Q2 		$2.48K Sell
182
-276
-60% -$3.55K ﹤0.01% 1017
2025
Q1 		$6.34K Hold
458
– – ﹤0.01% 625
2024
Q4 		$6.59K Sell
458
-79
-15% -$1.15K ﹤0.01% 632
2024
Q3 		$7.31K Hold
537
– – ﹤0.01% 577
2024
Q2 		$8.67K Sell
537
-94
-15% -$1.56K ﹤0.01% 488
2024
Q1 		$11.1K Hold
631
– – 0.01% 380
2023
Q4 		$8.58K Buy
+631
New +$8.64K ﹤0.01% 440

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

Private Wealth Management Group's PR Position: Q2 2026 in Review

Private Wealth Management Group held its Permian Resources (PR) position steady in Q2 2026 at 182 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Private Wealth Management Group first reported a position in PR in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.1K in Q1 2024. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Private Wealth Management Group held 182 shares of Permian Resources worth $3.35K as of Q2 2026.
  • Private Wealth Management Group left its Permian Resources share count unchanged in Q2 2026.
  • Permian Resources made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #984 holding.
  • Private Wealth Management Group first reported a position in Permian Resources in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Permian Resources position peaked at $11.1K in Q1 2024.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.