TWM
PR

TopTier Wealth Management’s Permian Resources PR Stock Holding History

TopTier 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 		– Sell
-20
Closed -$426 – 585
2026
Q1 		$426 Buy
+20
New +$345 ﹤0.01% 623

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

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

TopTier Wealth Management sold out of Permian Resources (PR) in Q2 2026, closing a stake of 20 shares — an estimated $426 sold.

TopTier Wealth Management first reported a position in PR in Q1 2026 and held it in 1 quarter. The position peaked at $426 in Q1 2026. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • TopTier Wealth Management reported no remaining Permian Resources position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 20 Permian Resources shares in Q2 2026, an estimated $426.
  • TopTier Wealth Management first reported a position in Permian Resources in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's Permian Resources position peaked at $426 in Q1 2026.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.