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.
Q1 2023 vs. Q4 2022
How the institutions holding Permian Basin Royalty Trust changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 77 | 1 | 82 | +6 |
| Shares | 12.4M | 10.3K | 13.2M | +755.0K (+6.1%) |
| Value | $313.4M | $260.6K | $321.6M | +$8.53M (+2.7%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held Permian Basin Royalty Trust at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Susquehanna International Group, LLP | 60,300 | $1.47M | 0.00% |
| Commonwealth Equity Services, LLC | 35,930 | $876.0K | 0.00% |
| EagleClaw Capital Managment, LLC | 31,050 | $757.6K | 0.18% |
| Ronald Blue Trust, Inc. | 20,420 | $515.0K | 0.01% |
| Alps Advisors Inc | 13,360 | $326.0K | 0.00% |
| Virtus ETF Advisers LLC | 12,603 | $307.5K | 0.17% |
| Stratos Wealth Partners, LTD. | 10,773 | $262.9K | 0.01% |
| Wolverine Trading, LLC | 10,302 | $251.0K | 0.01% |
| Titleist Asset Management, LLC | 10,144 | $247.5K | 0.05% |
| Schonfeld Strategic Advisors LLC | 9,500 | $231.8K | 0.00% |
| Visionary Wealth Advisors | 8,722 | $212.8K | 0.02% |
| Venturi Wealth Management, LLC | 5,586 | $136.3K | 0.01% |
| Grove Bank & Trust | 500 | $12.2K | 0.00% |
| Ameritas Advisory Services, LLC | 174 | $4.42K | 0.00% |
| Clearstead Advisors, LLC | 30 | $732 | 0.00% |
Sold out (9)
Institutions that held Permian Basin Royalty Trust at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Jane Street Group, LLC | 33,939 | $855.3K |
| Penserra Capital Management LLC | 31,782 | $800.0K |
| Gsa Capital Partners LLP | 20,901 | $527.0K |
| State Street Corp | 16,173 | $408.2K |
| Raymond James Financial Services Advisors, Inc. | 15,666 | $394.8K |
| Legend Financial Advisors, Inc. | 767 | $19.3K |
| TSFG, LLC | 500 | $13.0K |
| Accurate Wealth Management, LLC | 379 | $8.11K |
| McElhenny Sheffield Capital Management, LLC | 200 | $5.04K |
Not filed for Q1 2023 yet (1)
Institutions that held Permian Basin Royalty Trust at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Titleist Asset Management, Ltd. | 10,342 | $260.6K |