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.

Q1 2024 vs. Q4 2023

How the institutions holding Permian Basin Royalty Trust changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of PBT: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Q1 2024	Change
Holders	79	81	+2
Shares	13.5M	13.0M	−453.7K (−3.4%)
Value	$188.0M	$157.2M	−$30.8M (−16.4%)

New holders (11)

Institutions that held Permian Basin Royalty Trust at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to PBT in Q1 2024
Institution	Shares	Value	% of portfolio
Virtu Financial LLC	25,279	$306.0K	0.02%
Wealth Enhancement Advisory Services, LLC	20,768	$251.1K	0.00%
PFG Investments, LLC	17,266	$208.9K	0.01%
State Street Corp	14,801	$179.3K	0.00%
FRG Family Wealth Advisors LLC	1,200	$13.8K	0.00%
Sugarloaf Wealth Management, LLC	1,024	$12.4K	0.00%
US Bancorp	890	$10.8K	0.00%
Anchor Investment Management, LLC	500	$6.03K	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	416	$5.02K	0.00%
SJS Investment Consulting Inc.	140	$1.70K	0.00%
Anfield Capital Management, LLC	7	$85	0.00%

Sold out (9)

Institutions that held Permian Basin Royalty Trust at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of PBT in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
HRT Financial LP	29,002	$404.0K
Navellier & Associates Inc	22,376	$312.4K
Sowell Financial Services LLC	15,584	$219.0K
Ameriprise Financial Inc	13,765	$192.2K
Aristides Capital LLC	11,679	$163.0K
Virtus ETF Advisers LLC	9,390	$131.1K
Advisory Services Network, LLC	1,000	$14.0K
Tucker Asset Management LLC	400	$5.60K
ORG Partners LLC	240	$3.36K