TWD
PR

True Wealth Design’s Permian Resources PR Stock Holding History

True Wealth Design’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 		$27.2K Buy
1,478
+694
+89% +$13.9K 0.01% 706
2026
Q1 		$16.7K Buy
+784
New +$13.5K ﹤0.01% 788
2025
Q4 		– Sell
-45
Closed -$576 – 2764
2025
Q3 		$576 Sell
45
-24
-35% -$329 ﹤0.01% 1960
2025
Q2 		$940 Buy
69
+42
+156% +$540 ﹤0.01% 1491
2025
Q1 		$374 Sell
27
-2
-7% -$29 ﹤0.01% 1672
2024
Q4 		$418 Buy
29
+7
+32% +$101 ﹤0.01% 1123
2024
Q3 		$300 Sell
22
-1
-4% -$15 ﹤0.01% 1161
2024
Q2 		$372 Buy
23
+22
+2,200% +$365 ﹤0.01% 691
2024
Q1 		$18 Buy
+1
New +$15 ﹤0.01% 785

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

True Wealth Design's PR Position: Q2 2026 in Review

True Wealth Design increased its Permian Resources (PR) stake by 89% in Q2 2026, buying an estimated $13.9K and bringing the position to 1,478 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #706.

True Wealth Design first reported a position in PR in Q1 2024 and has held it in 9 quarters since. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • True Wealth Design held 1,478 shares of Permian Resources worth $27.2K as of Q2 2026.
  • True Wealth Design bought 694 Permian Resources shares in Q2 2026, an estimated $13.9K.
  • Permian Resources made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #706 holding.
  • True Wealth Design first reported a position in Permian Resources in Q1 2024 and has held it in 9 quarters since.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.