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Smallwood Wealth Investment Management’s Permian Resources PR Stock Holding History

Smallwood Wealth Investment 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 		$13.3K Sell
720
-230
-24% -$4.62K 0.01% 309
2026
Q1 		$20.3K Hold
950
– – 0.01% 259
2025
Q4 		$13.3K Sell
950
-521
-35% -$7K 0.01% 288
2025
Q3 		$18.8K Sell
1,471
-700
-32% -$9.6K 0.01% 270
2025
Q2 		$29.6K Hold
2,171
– – 0.02% 213
2025
Q1 		$30.1K Buy
+2,171
New +$31.1K 0.02% 203

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 $3.38T AUM 44.17% 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

Smallwood Wealth Investment Management's PR Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Permian Resources (PR) stake by 24% in Q2 2026, selling an estimated $4.62K and leaving 720 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #309.

Smallwood Wealth Investment Management first reported a position in PR in Q1 2025 and has held it in 6 quarters since. The position peaked at $30.1K in Q1 2025. 619 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Smallwood Wealth Investment Management held 720 shares of Permian Resources worth $13.3K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 230 Permian Resources shares in Q2 2026, an estimated $4.62K.
  • Permian Resources made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #309 holding.
  • Smallwood Wealth Investment Management first reported a position in Permian Resources in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Permian Resources position peaked at $30.1K in Q1 2025.
  • 619 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.