Smallwood Wealth Investment Management, LLC
Position in PR — Permian Resources Corp
CIK 1921304
RED BANK, NJ
Position in PR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$13,255
-$6,999 QoQ
Shares Held
720
-24.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#518
of 614 holders
Holding Since
Mar 2025
6 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 Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $56,587 across 3 Oil & Gas E&P names. PR ranks #2 (23.4% of the industry book) .
All Filings in PR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,255 | 720 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $20,254 | 950 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $13,328 | 950 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $18,828 | 1,471 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $29,569 | 2,171 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $30,068 | 2,171 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||