RWM
PR

Raffa Wealth Management’s Permian Resources PR Stock Holding History

Raffa Wealth Management’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 		$147 Sell
8
-4
-33% -$80 ﹤0.01% 1316
2026
Q1 		$256 Buy
+12
New +$207 ﹤0.01% 1139
2024
Q3 		– Sell
-1,185
Closed -$19.1K – 1148
2024
Q2 		$19.1K Hold
1,185
– – 0.01% 331
2024
Q1 		$20.9K Buy
+1,185
New +$17.4K 0.01% 304

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

Raffa Wealth Management's PR Position: Q2 2026 in Review

Raffa Wealth Management reduced its Permian Resources (PR) stake by 33% in Q2 2026, selling an estimated $80 and leaving 8 shares worth $147. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Raffa Wealth Management first reported a position in PR in Q1 2024 and has held it in 4 quarters since. The position peaked at $20.9K in Q1 2024. 580 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Raffa Wealth Management held 8 shares of Permian Resources worth $147 as of Q2 2026.
  • Raffa Wealth Management sold 4 Permian Resources shares in Q2 2026, an estimated $80.
  • Permian Resources made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1316 holding.
  • Raffa Wealth Management first reported a position in Permian Resources in Q1 2024 and has held it in 4 quarters since.
  • Raffa Wealth Management's Permian Resources position peaked at $20.9K in Q1 2024.
  • 580 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

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