SWM
PR

SHP Wealth Management’s Permian Resources PR Stock Holding History

SHP 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 		$37.8K Buy
2,054
+64
+3% +$1.29K ﹤0.01% 613
2026
Q1 		$42.4K Buy
1,990
+101
+5% +$1.74K ﹤0.01% 534
2025
Q4 		$26.5K Buy
+1,889
New +$25.4K ﹤0.01% 618

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

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

SHP Wealth Management increased its Permian Resources (PR) stake by 3.2% in Q2 2026, buying an estimated $1.29K and bringing the position to 2,054 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

SHP Wealth Management first reported a position in PR in Q4 2025 and has held it in 3 quarters since. The position peaked at $42.4K in Q1 2026. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • SHP Wealth Management held 2,054 shares of Permian Resources worth $37.8K as of Q2 2026.
  • SHP Wealth Management bought 64 Permian Resources shares in Q2 2026, an estimated $1.29K.
  • Permian Resources made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #613 holding.
  • SHP Wealth Management first reported a position in Permian Resources in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Permian Resources position peaked at $42.4K in Q1 2026.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.