TPWA
PR

Twin Peaks Wealth Advisors’s Permian Resources PR Stock Holding History

Twin Peaks Wealth Advisors’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
Q1 		$2.58K Buy
+121
New +$2.09K ﹤0.01% 1629
2025
Q3 		– Sell
-423
Closed -$5.66K – 1592
2025
Q2 		$5.66K Buy
+423
New +$5.44K ﹤0.01% 1252

Other funds holding PR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Twin Peaks Wealth Advisors's PR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Permian Resources (PR) in Q1 2026: 121 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #1629 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PR in Q2 2025 and has held it in 2 quarters since. The position peaked at $5.66K in Q2 2025. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Twin Peaks Wealth Advisors held 121 shares of Permian Resources worth $2.58K as of Q1 2026.
  • Permian Resources was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Permian Resources made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1629 holding.
  • Twin Peaks Wealth Advisors first reported a position in Permian Resources in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Permian Resources position peaked at $5.66K in Q2 2025.
  • 614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.