SteelPeak Wealth’s Permian Resources PR Stock Holding History

SteelPeak Wealth’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	–	Sell	-13,854	Closed	-$295K	–	691
2026 Q1	$295K	Buy	+13,854	New	+$239K	0.01%	459

Other funds holding PR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

SteelPeak Wealth's PR Position: Q2 2026 in Review

SteelPeak Wealth sold out of Permian Resources (PR) in Q2 2026, closing a stake of 13,854 shares — an estimated $295K sold.

SteelPeak Wealth first reported a position in PR in Q1 2026 and held it in 1 quarter. The position peaked at $295K in Q1 2026. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

SteelPeak Wealth reported no remaining Permian Resources position as of Q2 2026 after selling out during the quarter.
SteelPeak Wealth sold 13,854 Permian Resources shares in Q2 2026, an estimated $295K.
SteelPeak Wealth first reported a position in Permian Resources in Q1 2026 and held it in 1 quarter.
SteelPeak Wealth's Permian Resources position peaked at $295K in Q1 2026.
617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.