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.
Q4 2021 vs. Q3 2021
How the institutions holding Permian Basin Royalty Trust changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Q4 2021 | Change |
|---|---|---|---|
| Holders | 45 | 56 | +11 |
| Shares | 4.75M | 7.21M | +2.46M (+51.7%) |
| Value | $27.2M | $73.8M | +$46.5M (+170.8%) |
New holders (13)
Institutions that held Permian Basin Royalty Trust at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Belvedere Trading LLC | 286,534 | $3.71M | 0.88% |
| Simplex Trading, LLC | 276,797 | $2.79M | 0.09% |
| Sinecera Capital, LLC | 203,589 | $2.21M | 2.14% |
| Wolverine Trading, LLC | 88,513 | $859.0K | 0.01% |
| Cutler Group LP | 51,487 | $520.0K | 0.04% |
| Resurgent Financial Advisors LLC | 48,000 | $485.0K | 0.40% |
| Schubert & Co | 12,513 | $126.0K | 0.13% |
| Legend Financial Advisors, Inc. | 11,053 | $112.0K | 0.08% |
| Dorsey Wright & Associates | 7,491 | $76.0K | 0.02% |
| Bessemer Group Inc | 2,000 | $20.0K | 0.00% |
| Montag A & Associates Inc | 1,000 | $10.0K | 0.00% |
| Tower Research Capital LLC (TRC) | 816 | $8.00K | 0.00% |
| Shore Point Advisors, LLC | 488 | $5.00K | 0.00% |
Sold out (2)
Institutions that held Permian Basin Royalty Trust at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 12,484 | $72.0K |
| Venturi Wealth Management, LLC | 6,836 | $39.0K |