Position in PRT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$9,632
-$4,558 QoQ
Shares Held
4,300
0.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 19 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $251,400 across 11 Oil & Gas E&P names. PRT ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQT |
EQT Corp
|
1,104 | $58,699 | |
| 2 | EOG |
Eog Resources Inc
|
400 | $51,892 | |
| 3 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
845 | $33,377 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
583 | $28,316 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
125 | $21,972 | |
| 6 | COP |
Conocophillips
|
209 | $21,727 | |
| 7 | TPL |
Texas Pacific Land Corp
|
45 | $19,693 | |
| 8 | PRT |
PermRock Royalty Trust
This page
|
4,300 | $9,632 |
All Filings in PRT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,632 | 4,300 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $14,190 | 4,300 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $11,997 | 4,300 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $17,114 | 4,300 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $18,017 | 4,300 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $18,490 | 4,300 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $15,136 | 4,300 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $16,985 | 4,300 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $22,562 | 5,800 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||