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.
13F holders, Q1 2022
Institutional positions in Permian Basin Royalty Trust as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 61
- +8 vs. Q4 2021
- Shares held
- 9.15M
- +1.94M (+26.9%) vs. Q4 2021
- Total value
- $114.1M
- +$40.4M (+54.8%) vs. Q4 2021
- New holders
- 14
- 11 more added
- Sold out
- 6
- 15 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PBT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 100 | $504.8M |
| Q1 2026 | 96 | $432.8M |
| Q4 2025 | 103 | $345.9M |
| Q3 2025 | 95 | $356.8M |
| Q2 2025 | 95 | $240.8M |
| Q1 2025 | 94 | $147.8M |
| Q4 2024 | 97 | $159.9M |
| Q3 2024 | 87 | $159.6M |
| Q2 2024 | 81 | $147.2M |
| Q1 2024 | 81 | $157.2M |
| Q4 2023 | 79 | $188.0M |
| Q3 2023 | 87 | $283.5M |
| Q2 2023 | 86 | $326.1M |
| Q1 2023 | 82 | $321.6M |
| Q4 2022 | 77 | $313.4M |
| Q3 2022 | 77 | $188.0M |
| Q2 2022 | 61 | $173.4M |
| Q1 2022 | 61 | $114.1M |
| Q4 2021 | 56 | $73.8M |
| Q3 2021 | 45 | $27.2M |
| Q2 2021 | 48 | $25.1M |
| Q1 2021 | 49 | $17.6M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Permian Basin Royalty Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| US Bancorp | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 373 | $5.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 562 | $6.00K | 0.00% | +562 | New |
| Steward Partners Investment Advisory, LLC | 531 | $7.00K | 0.00% | +531 | New |
| Tower Research Capital LLC (TRC) | 590 | $8.00K | 0.00% | −226−27.7% | Reduced |
| Montag A & Associates Inc | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,194 | $15.0K | 0.00% | +1,081+956.6% | Added |
| Barclays PLC | 1,200 | $15.0K | 0.00% | +1,200 | New |
| CoreFirst Bank & Trust | 1,640 | $21.0K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,900 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,225 | $28.0K | 0.01% | −1,150−34.1% | Reduced |
| Selective Wealth Management, Inc. | 2,500 | $31.0K | 0.01% | +2,500 | New |
| Cullen/Frost Bankers, Inc. | 3,470 | $43.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 5,575 | $70.0K | 0.00% | −2,000−26.4% | Reduced |
| Sandy Spring Bank | 6,524 | $82.0K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 6,602 | $83.0K | 0.02% | −889−11.9% | Reduced |
| The PNC Financial Services Group, Inc. | 7,475 | $93.0K | 0.00% | 00.0% | Unchanged |
| Welch Group, LLC | 10,414 | $129.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 10,515 | $132.0K | 0.00% | +10,515 | New |
| PEAK6 Investments LLC | 11,454 | $143.0K | 0.00% | +11,454 | New |
| HighTower Advisors, LLC | 11,932 | $148.0K | 0.00% | +11,932 | New |
| Schubert & Co | 12,513 | $156.0K | 0.17% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 11,871 | $157.0K | 0.00% | −76,642−86.6% | Reduced |
| Jane Street Group, LLC | 13,007 | $163.0K | 0.00% | +13,007 | New |
| Price Michael F | 13,841 | $173.0K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 14,269 | $179.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 15,098 | $189.0K | 0.00% | +12,005+388.1% | Added |
| State Street Corp | 15,200 | $190.0K | 0.00% | +15,200 | New |
| Cutler Group LP | 16,822 | $210.0K | 0.02% | −34,665−67.3% | Reduced |
| Advisor Group Holdings, Inc. | 41,496 | $210.0K | 0.00% | +37,895+1,052.3% | Added |
| UBS Group AG | 18,290 | $229.0K | 0.00% | +191+1.1% | Added |
| Raymond James & Associates | 18,515 | $232.0K | 0.00% | +832+4.7% | Added |
| Millennium Management LLC | 19,964 | $250.0K | 0.00% | +19,964 | New |
| Belvedere Trading LLC | 20,854 | $286.0K | 0.20% | −265,680−92.7% | Reduced |
| Fruth Investment Management | 25,400 | $315.0K | 0.09% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 27,727 | $345.0K | 0.01% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 40,872 | $509.0K | 0.06% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 48,000 | $600.0K | 0.38% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 52,536 | $657.0K | 0.00% | +27,329+108.4% | Added |
| Pathstone Family Office, LLC | 56,820 | $711.0K | 0.02% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 64,575 | $808.0K | 0.12% | −33,158−33.9% | Reduced |
| LPL Financial LLC | 78,002 | $976.0K | 0.00% | +10,645+15.8% | Added |
| Simplex Trading, LLC | 84,349 | $1.05M | 0.03% | −192,448−69.5% | Reduced |
| BNP Paribas Arbitrage, SA | 85,756 | $1.07M | 0.00% | +85,756 | New |
| Citadel Advisors LLC | 85,822 | $1.07M | 0.00% | −77,399−47.4% | Reduced |
| Captrust Financial Advisors | 116,771 | $1.46M | 0.01% | 00.0% | Unchanged |
| Sinecera Capital, LLC | 121,016 | $1.52M | 1.52% | −82,573−40.6% | Reduced |
| Sowell Financial Services LLC | 154,594 | $1.93M | 0.34% | +154,594 | New |
| Capital Analysts, LLC | 156,473 | $1.96M | 0.12% | −300−0.2% | Reduced |
| Morgan Stanley | 177,855 | $2.23M | 0.00% | −20,405−10.3% | Reduced |
| Mad River Investors | 182,500 | $2.28M | 1.76% | +182,500 | New |
| RGT Wealth Advisors, LLC | 210,745 | $2.62M | 0.42% | +210,745 | New |
| Essex Financial Services, Inc. | 285,542 | $3.57M | 0.34% | −16,740−5.5% | Reduced |
| Group One Trading, L.P. | 490,624 | $6.14M | 0.13% | +52,195+11.9% | Added |
| Susquehanna International Group, LLP | 610,315 | $7.63M | 0.01% | +136,069+28.7% | Added |
| Foundation Resource Management Inc | 713,835 | $8.93M | 1.38% | −3,085−0.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,101,387 | $13.8M | 0.28% | +720,366+189.1% | Added |
| SoftVest Advisors, LLC | 3,849,539 | $48.2M | 21.28% | +1,081,400+39.1% | Added |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −25,750−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −17,125−100.0% | Sold out |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −11,053−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,099−100.0% | Sold out |
| Shore Point Advisors, LLC | 0 | $0 | 0.00% | −488−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |