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
Q2 		– Sell
-121
Closed -$2.58K – 1672
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 $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

Twin Peaks Wealth Advisors's PR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Permian Resources (PR) in Q2 2026, closing a stake of 121 shares — an estimated $2.58K sold.

Twin Peaks Wealth Advisors first reported a position in PR in Q2 2025 and held it in 2 quarters. The position peaked at $5.66K in Q2 2025. 619 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Permian Resources position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 121 Permian Resources shares in Q2 2026, an estimated $2.58K.
  • Twin Peaks Wealth Advisors first reported a position in Permian Resources in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Permian Resources position peaked at $5.66K in Q2 2025.
  • 619 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.