RWS
PR

Retirement Wealth Solutions’s Permian Resources PR Stock Holding History

Retirement Wealth Solutions’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 		$1.09K Hold
59
– – ﹤0.01% 629
2026
Q1 		$1.26K Buy
59
+18
+44% +$311 ﹤0.01% 599
2025
Q4 		$576 Buy
41
+30
+273% +$403 ﹤0.01% 658
2025
Q3 		$141 Buy
+11
New +$151 ﹤0.01% 772

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

Retirement Wealth Solutions's PR Position: Q2 2026 in Review

Retirement Wealth Solutions held its Permian Resources (PR) position steady in Q2 2026 at 59 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Retirement Wealth Solutions first reported a position in PR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.26K in Q1 2026. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Retirement Wealth Solutions held 59 shares of Permian Resources worth $1.09K as of Q2 2026.
  • Retirement Wealth Solutions left its Permian Resources share count unchanged in Q2 2026.
  • Permian Resources made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #629 holding.
  • Retirement Wealth Solutions first reported a position in Permian Resources in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Permian Resources position peaked at $1.26K in Q1 2026.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.