CX Institutional

SEC CIK: 0001737089
Latest filing: Oct 2, 2026

SEC filings (opens in a new tab)

PBT holding history

Permian Basin Royalty Trust in every 13F filed by CX Institutional, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PBT overview All 13F holders of PBT Full Q3 2026 holdings

Shares (Q3 2026): 2,773
Value: $87.0K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2026

Holdings of PBT by CX Institutional, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2026	2,773	$87.0K	<0.1%	+664+31.5%	Added	Holders
Q2 2026	2,109	$53.0K	<0.1%	+939+80.3%	Added	Holders
Q1 2026	1,170	$25.0K	<0.1%	+1,170	New	Holders