Position in PR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,294,516
+$2,805,676 QoQ
Shares Held
295,240
+18.7% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 83.79860452513209.ToString("F0")%
Shared 0.ToString("F0")%
None 16.201395474867905.ToString("F0")%
Common Shares in PR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Focus Partners Wealth holds $233,651,615 across 25 Oil & Gas E&P names. PR ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TPL |
Texas Pacific Land Corp
|
188,893 | $89,641,062 | |
| 2 | EOG |
Eog Resources Inc
|
247,293 | $35,751,149 | |
| 3 | COP |
Conocophillips
|
245,507 | $32,406,924 | |
| 4 | EXE |
EXPAND ENERGY Corp
|
144,000 | $15,808,320 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
179,793 | $11,686,545 | |
| 6 | DVN |
Devon Energy Corp/De
|
230,900 | $11,618,888 | |
| 7 | SM |
SM Energy Co
|
214,973 | $6,702,858 | |
| 8 | PR |
Permian Resources Corp
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|
295,240 | $6,294,516 |
All Filings in PR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,294,516 | 295,240 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,488,840 | 248,670 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,234,150 | 252,668 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,546,593 | 260,396 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,531,265 | 254,965 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $3,622,106 | 251,885 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $6,887,503 | 506,062 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,929,262 | 490,976 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,947,186 | 223,510 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||