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Livermore
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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, Q2 2023

Institutional positions in Permian Basin Royalty Trust as of Jun 30, 2023. 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
86
+4 vs. Q1 2023
Shares held
13.1M
−83.7K (−0.6%) vs. Q1 2023
Total value
$326.1M
+$4.50M (+1.4%) vs. Q1 2023
New holders
12
31 more added
Sold out
8
22 more reduced

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 86 institutions
Q1 2021: 49 institutionsQ2 2021: 48 institutionsQ3 2021: 45 institutionsQ4 2021: 56 institutionsQ1 2022: 61 institutionsQ2 2022: 61 institutionsQ3 2022: 77 institutionsQ4 2022: 77 institutionsQ1 2023: 82 institutionsQ2 2023: 86 institutionsQ3 2023: 87 institutionsQ4 2023: 79 institutionsQ1 2024: 81 institutionsQ2 2024: 81 institutionsQ3 2024: 87 institutionsQ4 2024: 97 institutionsQ1 2025: 94 institutionsQ2 2025: 95 institutionsQ3 2025: 95 institutionsQ4 2025: 103 institutionsQ1 2026: 96 institutionsQ2 2026: 100 institutions
Value heldQ2 2023: $326.1M
Q1 2021: $17.6MQ2 2021: $25.1MQ3 2021: $27.2MQ4 2021: $73.8MQ1 2022: $114.1MQ2 2022: $173.4MQ3 2022: $188.0MQ4 2022: $313.4MQ1 2023: $321.6MQ2 2023: $326.1MQ3 2023: $283.5MQ4 2023: $188.0MQ1 2024: $157.2MQ2 2024: $147.2MQ3 2024: $159.6MQ4 2024: $159.9MQ1 2025: $147.8MQ2 2025: $240.8MQ3 2025: $356.8MQ4 2025: $345.9MQ1 2026: $432.8MQ2 2026: $504.8M
Institutions holding PBT and their total value by quarter
QuarterHoldersValue
Q2 2026100$504.8M
Q1 202696$432.8M
Q4 2025103$345.9M
Q3 202595$356.8M
Q2 202595$240.8M
Q1 202594$147.8M
Q4 202497$159.9M
Q3 202487$159.6M
Q2 202481$147.2M
Q1 202481$157.2M
Q4 202379$188.0M
Q3 202387$283.5M
Q2 202386$326.1M
Q1 202382$321.6M
Q4 202277$313.4M
Q3 202277$188.0M
Q2 202261$173.4M
Q1 202261$114.1M
Q4 202156$73.8M
Q3 202145$27.2M
Q2 202148$25.1M
Q1 202149$17.6M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Permian Basin Royalty Trust; share changes are against Q1 2023.

Institutions holding PBT in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Antonetti Capital Management LLC10$2490.00%−20−66.7%Reduced
Cary Street Partner Investment Advisory LLC75$1.87K0.00%00.0%Unchanged
Clearstead Advisors, LLC80$2.00K0.00%+50+166.7%Added
NewSquare Capital LLC170$4.24K0.00%−110−39.3%Reduced
Stone House Investment Management, LLC170$4.25K0.00%+170New
ORG Partners LLC293$7.39K0.00%+293New
IFP Advisors, Inc841$8.18K0.00%+4+0.5%Added
Rhumbline Advisers355$8.85K0.00%+355New
CVA Family Office, LLC463$11.5K0.00%+463New
Harbour Investments, Inc.525$13.1K0.00%+226+75.6%Added
GWM Advisors LLC641$16.0K0.00%+321+100.3%Added
Spire Wealth Management750$18.7K0.00%+750New
Global Retirement Partners, LLC813$20.3K0.00%+2+0.2%Added
Montag A & Associates Inc1,000$25.0K0.00%00.0%Unchanged
Signaturefd, LLC1,500$37.4K0.00%−1,829−54.9%Reduced
Steward Partners Investment Advisory, LLC1,523$38.0K0.00%+62+4.2%Added
CoreFirst Bank & Trust1,640$40.9K0.03%00.0%Unchanged
Tower Research Capital LLC (TRC)2,056$51.3K0.00%−455−18.1%Reduced
Cullen/Frost Bankers, Inc.3,470$86.5K0.00%00.0%Unchanged
Dorsey Wright & Associates3,508$87.5K0.03%+351+11.1%Added
Bank of America Corp4,762$118.7K0.00%+120+2.6%Added
JPMorgan Chase & Co4,827$120.3K0.00%+2,927+154.1%Added
Quantbot Technologies LP5,068$126.3K0.01%−5,348−51.3%Reduced
Venturi Wealth Management, LLC5,586$139.3K0.01%00.0%Unchanged
Fifth Third Bancorp5,600$139.6K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.5,912$147.4K0.00%+200+3.5%Added
Sandy Spring Bank6,524$162.6K0.01%00.0%Unchanged
Group One Trading, L.P.7,064$176.1K0.01%−41,983−85.6%Reduced
Lazard Asset Management LLC7,577$188.0K0.00%00.0%Unchanged
Simplex Trading, LLC7,584$189.0K0.01%−16,890−69.0%Reduced
Visionary Wealth Advisors8,722$217.5K0.02%00.0%Unchanged
Citadel Advisors LLC9,095$226.7K0.00%−11,867−56.6%Reduced
Virtus ETF Advisers LLC9,258$230.8K0.14%−3,345−26.5%Reduced
Qube Research & Technologies Ltd9,605$239.5K0.00%+9,605New
Titleist Asset Management, LLC9,637$240.2K0.05%−507−5.0%Reduced
Silicon Hills Wealth Management, LLC9,666$241.1K0.14%+9,666New
Warren Averett Asset Management, LLC9,866$246.1K0.01%+9,866New
Stratos Wealth Partners, LTD.10,192$254.1K0.01%−581−5.4%Reduced
Schonfeld Strategic Advisors LLC10,300$256.8K0.00%+800+8.4%Added
Cetera Advisors LLC10,400$259.3K0.00%00.0%Unchanged
Welch Group, LLC10,816$269.8K0.02%00.0%Unchanged
Quadrature Capital Ltd11,294$282.6K0.01%+11,294New
State of Wyoming11,461$285.7K0.08%+252+2.2%Added
Royal Bank of Canada12,219$304.0K0.00%+1,926+18.7%Added
Rockefeller Capital Management L.P.12,254$305.5K0.00%−1,953−13.7%Reduced
Navellier & Associates Inc12,281$306.2K0.06%−736−5.7%Reduced
Alps Advisors Inc13,465$335.7K0.00%+105+0.8%Added
Price Jennifer C.13,841$345.1K0.12%00.0%Unchanged
We Are One Seven, LLC13,945$347.8K0.03%+300+2.2%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP14,668$365.7K0.00%+14,668New
SeaCrest Wealth Management, LLC14,908$371.8K0.05%+1,301+9.6%Added
Creative Planning17,229$429.6K0.00%+2,777+19.2%Added
Ronald Blue Trust, Inc.20,420$498.0K0.01%00.0%Unchanged
Capital Investment Advisors, LLC22,035$549.6K0.02%−1,875−7.8%Reduced
Russell Investments Group, Ltd.22,320$556.4K0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.23,609$589.0K0.00%−108,123−82.1%Reduced
Fruth Investment Management25,400$633.0K0.18%00.0%Unchanged
HighTower Advisors, LLC25,543$636.0K0.00%+89+0.3%Added
Lagoda Investment Management, L.P.26,150$651.9K0.46%+1,495+6.1%Added
Advisor Group Holdings, Inc.26,348$656.7K0.00%+12,662+92.5%Added
EagleClaw Capital Managment, LLC34,150$851.4K0.20%+3,100+10.0%Added
Beese Fulmer Investment Management, Inc.36,867$919.4K0.10%−2,672−6.8%Reduced
Commonwealth Equity Services, LLC36,997$922.0K0.00%+1,067+3.0%Added
Resurgent Financial Advisors LLC48,000$1.20M0.79%00.0%Unchanged
Essex Financial Services, Inc.56,949$1.42M0.16%−174,253−75.4%Reduced
Susquehanna International Group, LLP57,570$1.44M0.00%−2,730−4.5%Reduced
Atlas Wealth Partners, LLC64,143$1.50M4.32%+64,143New
Advisory Alpha, LLC63,611$1.59M0.08%+63,611New
Raymond James & Associates70,926$1.77M0.00%+3,472+5.1%Added
Capital Analysts, LLC74,333$1.85M0.10%−39,595−34.8%Reduced
Santa Monica Partners LP86,500$2.16M1.75%00.0%Unchanged
Captrust Financial Advisors105,308$2.63M0.01%00.0%Unchanged
Pathstone Family Office, LLC109,600$2.73M0.04%00.0%Unchanged
Sinecera Capital, LLC122,461$3.06M3.26%+88+0.1%Added
LPL Financial LLC167,759$4.18M0.00%+79,360+89.8%Added
Beacon Pointe Advisors, LLC176,406$4.40M0.07%+61,260+53.2%Added
Moors & Cabot, Inc.198,474$4.95M0.33%+4,852+2.5%Added
Wells Fargo & Company237,605$5.92M0.00%+42,118+21.5%Added
Morgan Stanley303,658$7.57M0.00%+25,695+9.2%Added
Mad River Investors334,871$8.09M5.98%+2,624+0.8%Added
Schwartz Investment Counsel Inc439,978$11.0M0.46%00.0%Unchanged
Hosking Partners LLP444,065$11.1M0.47%+34,545+8.4%Added
UBS Group AG472,221$11.8M0.01%−67,429−12.5%Reduced
Foundation Resource Management Inc685,543$17.1M2.85%−2,145−0.3%Reduced
Horizon Kinetics Asset Management LLC3,993,403$99.6M2.16%−44,662−1.1%Reduced
SoftVest Advisors, LLC4,148,095$103.4M37.37%00.0%Unchanged
Wolverine Trading, LLC0$00.00%−10,302−100.0%Sold out
Schubert & Co0$00.00%−6,263−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−2,625−100.0%Sold out
Cutler Group LP0$00.00%−1,630−100.0%Sold out
Advisory Services Network, LLC0$00.00%−1,100−100.0%Sold out
US Bancorp0$00.00%−1,000−100.0%Sold out
Grove Bank & Trust0$00.00%−500−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−174−100.0%Sold out