WT
PR

Whittier Trust’s Permian Resources PR Stock Holding History

Whittier Trust’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 		$11M Sell
605,033
-1,894
-0.3% -$38K 0.11% 139
2026
Q1 		$12.8M Buy
606,927
+70,065
+13% +$1.21M 0.14% 117
2025
Q4 		$7.31M Buy
536,862
+51,807
+11% +$696K 0.08% 167
2025
Q3 		$6.11M Buy
+485,055
New +$6.65M 0.07% 183
2020
Q3 		– Sell
-155
Closed – – 1486
2020
Q2 		$0 Hold
155
– – ﹤0.01% 1483
2020
Q1 		$0 Sell
155
-607
-80% -$1.54K ﹤0.01% 1563
2019
Q4 		$4K Sell
762
-111,215
-99% -$407K ﹤0.01% 1280
2019
Q3 		$505K Buy
111,977
+3,301
+3% +$17.7K 0.01% 395
2019
Q2 		$825K Buy
108,676
+4,646
+4% +$41.3K 0.02% 324
2019
Q1 		$914K Buy
104,030
+5,000
+5% +$56.8K 0.03% 299
2018
Q4 		$1.09M Buy
99,030
+5,795
+6% +$99.4K 0.04% 272
2018
Q3 		$2.04M Buy
93,235
+396
+0.4% +$7.45K 0.06% 225
2018
Q2 		$1.68M Buy
+92,839
New +$1.68M 0.06% 238

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

Whittier Trust's PR Position: Q2 2026 in Review

Whittier Trust reduced its Permian Resources (PR) stake by 0.31% in Q2 2026, selling an estimated $38K and leaving 605,033 shares worth $11M. The position accounts for 0.11% of the portfolio, ranked #139.

Whittier Trust first reported a position in PR in Q2 2018 and has held it in 13 quarters since. The position peaked at $12.8M in Q1 2026. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Whittier Trust held 605,033 shares of Permian Resources worth $11M as of Q2 2026.
  • Whittier Trust sold 1,894 Permian Resources shares in Q2 2026, an estimated $38K.
  • Permian Resources made up 0.11% of Whittier Trust's portfolio in Q2 2026, its #139 holding.
  • Whittier Trust first reported a position in Permian Resources in Q2 2018 and has held it in 13 quarters since.
  • Whittier Trust's Permian Resources position peaked at $12.8M in Q1 2026.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.