Permian Basin Royalty Trust
PBT- Exchange
- NYSE
- Industry
- Oil Royalty Traders
- SEC CIK
- 0000319654
No open-market purchases or sales by Permian Basin Royalty Trust insiders were filed in the last 90 days; 100 institutions reported holding it in 13F filings for Q2 2026, worth $504.8M in total; no superinvestor holds it.
Q3 2021 vs. Q2 2021
How the institutions holding Permian Basin Royalty Trust changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 48 | 2 | 45 | −1 |
| Shares | 4.46M | 55.7K | 4.75M | +351.0K (+8.0%) |
| Value | $25.1M | $313.0K | $27.2M | +$2.50M (+10.1%) |
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (5)
Institutions that held Permian Basin Royalty Trust at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Group One Trading, L.P. | 29,600 | $170.0K | 0.00% |
| Virtu Financial LLC | 27,321 | $157.0K | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 12,484 | $72.0K | 0.00% |
| Welch Group, LLC | 10,414 | $60.0K | 0.00% |
| Venturi Wealth Management, LLC | 6,836 | $39.0K | 0.00% |
Sold out (6)
Institutions that held Permian Basin Royalty Trust at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| California Public Employees Retirement System | 24,555 | $138.0K |
| Ameriprise Financial Inc | 22,475 | $126.0K |
| Wolverine Trading, LLC | 16,318 | $90.0K |
| Dynamic Advisor Solutions LLC | 10,325 | $58.0K |
| FMR LLC | 10,001 | $56.0K |
| Brewin Dolphin Ltd | 2,230 | $12.5K |
Not filed for Q3 2021 yet (2)
Institutions that held Permian Basin Royalty Trust at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Western Wealth Management, LLC | 54,650 | $307.0K |
| FormulaFolio Investments, LLC | 1,005 | $6.00K |