Permian Basin Royalty Trust

PBT

Exchange: NYSE
Industry: Oil Royalty Traders
SEC CIK: 0000319654

SEC filings (opens in a new tab)

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.

Q2 2023 vs. Q1 2023

How the institutions holding Permian Basin Royalty Trust changed between Q1 2023 and Q2 2023.

All holders in Q2 2023 All holders in Q1 2023

13F holders of PBT: Q1 2023 compared with Q2 2023
Measure	Q1 2023	Q2 2023	Change
Holders	82	86	+4
Shares	13.2M	13.1M	−83.7K (−0.6%)
Value	$321.6M	$326.1M	+$4.50M (+1.4%)

New holders (12)

Institutions that held Permian Basin Royalty Trust at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to PBT in Q2 2023
Institution	Shares	Value	% of portfolio
Advisory Alpha, LLC	63,611	$1.59M	0.08%
Atlas Wealth Partners, LLC	64,143	$1.50M	4.32%
Loring Wolcott & Coolidge Fiduciary Advisors LLP	14,668	$365.7K	0.00%
Quadrature Capital Ltd	11,294	$282.6K	0.01%
Warren Averett Asset Management, LLC	9,866	$246.1K	0.01%
Silicon Hills Wealth Management, LLC	9,666	$241.1K	0.14%
Qube Research & Technologies Ltd	9,605	$239.5K	0.00%
Spire Wealth Management	750	$18.7K	0.00%
CVA Family Office, LLC	463	$11.5K	0.00%
Rhumbline Advisers	355	$8.85K	0.00%
ORG Partners LLC	293	$7.39K	0.00%
Stone House Investment Management, LLC	170	$4.25K	0.00%

Sold out (8)

Institutions that held Permian Basin Royalty Trust at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of PBT in Q2 2023
Institution	Shares, Q1 2023	Value, Q1 2023
Wolverine Trading, LLC	10,302	$251.0K
Schubert & Co	6,263	$152.8K
BNP Paribas Arbitrage, SA	2,625	$64.0K
Cutler Group LP	1,630	$39.0K
Advisory Services Network, LLC	1,100	$26.8K
US Bancorp	1,000	$24.4K
Grove Bank & Trust	500	$12.2K
Ameritas Advisory Services, LLC	174	$4.42K