Position in PR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$42,426
+$15,924 QoQ
Shares Held
1,990
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026SHP Wealth Management holds $535,135 across 21 Oil & Gas E&P names. PR ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
1,309 | $172,788 | |
| 2 | EQT |
EQT Corp
|
2,564 | $163,172 | |
| 3 | PR |
Permian Resources Corp
This page
|
1,990 | $42,426 | |
| 4 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
569 | $27,727 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
125 | $24,723 | |
| 6 | OXY |
Occidental Petroleum Corp /De/
|
366 | $23,790 | |
| 7 | TPL |
Texas Pacific Land Corp
|
41 | $19,456 | |
| 8 | APA |
APA Corp
|
408 | $17,315 |
All Filings in PR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,426 | 1,990 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $26,502 | 1,889 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||