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.
Q3 2023 vs. Q2 2023
How the institutions holding Permian Basin Royalty Trust changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 86 | 1 | 87 | +2 |
| Shares | 13.1M | 9.67K | 13.3M | +254.8K (+1.9%) |
| Value | $326.1M | $241.1K | $283.5M | −$42.3M (−13.0%) |
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held Permian Basin Royalty Trust at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 142,367 | $3.02M | 0.52% |
| Sowell Financial Services LLC | 19,777 | $421.0K | 0.03% |
| Ameriprise Financial Inc | 17,589 | $373.8K | 0.00% |
| HRT Financial LP | 15,247 | $323.0K | 0.00% |
| Ingalls & Snyder LLC | 13,500 | $287.0K | 0.01% |
| Wealth Enhancement Advisory Services, LLC | 11,558 | $245.4K | 0.00% |
| Comerica Bank | 501 | $10.6K | 0.00% |
| Newbridge Financial Services Group, Inc. | 450 | $9.57K | 0.00% |
| Fortis Group Advisors, LLC | 200 | $4.25K | 0.00% |
| CWM, LLC | 100 | $2.00K | 0.00% |
Sold out (8)
Institutions that held Permian Basin Royalty Trust at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Atlas Wealth Partners, LLC | 64,143 | $1.50M |
| Alps Advisors Inc | 13,465 | $335.7K |
| Rockefeller Capital Management L.P. | 12,254 | $305.5K |
| Visionary Wealth Advisors | 8,722 | $217.5K |
| CVA Family Office, LLC | 463 | $11.5K |
| ORG Partners LLC | 293 | $7.39K |
| Stone House Investment Management, LLC | 170 | $4.25K |
| NewSquare Capital LLC | 170 | $4.24K |
Not filed for Q3 2023 yet (1)
Institutions that held Permian Basin Royalty Trust at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Silicon Hills Wealth Management, LLC | 9,666 | $241.1K |