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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, Q1 2024

Institutional positions in Permian Basin Royalty Trust as of Mar 31, 2024. 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
81
+2 vs. Q4 2023
Shares held
13.0M
−453.7K (−3.4%) vs. Q4 2023
Total value
$157.2M
−$30.8M (−16.4%) vs. Q4 2023
New holders
11
17 more added
Sold out
9
33 more reduced

Compare with Q4 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 holdersQ1 2024: 81 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 heldQ1 2024: $157.2M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Permian Basin Royalty Trust; share changes are against Q4 2023.

Institutions holding PBT in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Anfield Capital Management, LLC7$850.00%+7New
CWM, LLC100$1.00K0.00%00.0%Unchanged
Signaturefd, LLC87$1.05K0.00%−1,500−94.5%Reduced
Clearstead Advisors, LLC83$1.09K0.00%+1+1.2%Added
SJS Investment Consulting Inc.140$1.70K0.00%+140New
Fortis Group Advisors, LLC200$2.42K0.00%−200−50.0%Reduced
Harbour Investments, Inc.299$3.62K0.00%−229−43.4%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC416$5.02K0.00%+416New
IFP Advisors, Inc423$5.12K0.00%−433−50.6%Reduced
CVA Family Office, LLC463$5.58K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.463$5.60K0.00%+6+1.3%Added
Anchor Investment Management, LLC500$6.03K0.00%+500New
Comerica Bank501$6.06K0.00%00.0%Unchanged
Spire Wealth Management750$9.04K0.00%00.0%Unchanged
US Bancorp890$10.8K0.00%+890New
Gradient Investments LLC1,000$12.1K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC1,024$12.4K0.00%+1,024New
FRG Family Wealth Advisors LLC1,200$13.8K0.00%+1,200New
Lummis Asset Management, LP1,233$14.9K0.02%00.0%Unchanged
CoreFirst Bank & Trust1,640$19.8K0.01%00.0%Unchanged
GWM Advisors LLC1,656$20.0K0.00%+992+149.4%Added
Global Retirement Partners, LLC1,802$21.8K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,827$22.1K0.00%−89−4.6%Reduced
JPMorgan Chase & Co1,900$23.0K0.00%00.0%Unchanged
Venturi Wealth Management, LLC5,586$67.6K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.5,912$71.5K0.00%00.0%Unchanged
Sandy Spring Bank6,524$78.9K0.00%00.0%Unchanged
Royal Bank of Canada6,533$79.0K0.00%+184+2.9%Added
Steward Partners Investment Advisory, LLC8,253$99.9K0.00%+3,736+82.7%Added
State of Wyoming8,729$105.6K0.02%−2,977−25.4%Reduced
Advisor Group Holdings, Inc.8,787$106.3K0.00%−1,756−16.7%Reduced
Welch Group, LLC10,816$130.4K0.01%00.0%Unchanged
We Are One Seven, LLC11,145$134.4K0.01%00.0%Unchanged
Quadrature Capital Ltd11,846$142.7K0.00%−30,184−71.8%Reduced
Warren Averett Asset Management, LLC12,666$152.8K0.00%00.0%Unchanged
Simplex Trading, LLC13,234$160.0K0.00%+11,489+658.4%Added
Price Jennifer C.13,841$167.5K0.16%00.0%Unchanged
Creative Planning14,434$174.5K0.00%−2,487−14.7%Reduced
State Street Corp14,801$179.3K0.00%+14,801New
PFG Investments, LLC17,266$208.9K0.01%+17,266New
Bank of America Corp17,672$213.8K0.00%−910−4.9%Reduced
Cambridge Investment Research Advisors, Inc.19,262$233.0K0.00%−1,330−6.5%Reduced
Ingalls & Snyder LLC20,268$245.0K0.01%−5,382−21.0%Reduced
Advisory Alpha, LLC20,471$246.9K0.01%−535−2.5%Reduced
Ronald Blue Trust, Inc.20,420$247.1K0.00%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC20,768$251.1K0.00%+20,768New
Capital Investment Advisors, LLC21,956$264.8K0.01%−96−0.4%Reduced
Russell Investments Group, Ltd.24,326$294.3K0.00%−4,476−15.5%Reduced
Fruth Investment Management25,400$306.0K0.08%00.0%Unchanged
Virtu Financial LLC25,279$306.0K0.02%+25,279New
Captrust Financial Advisors28,650$346.6K0.00%−79,308−73.5%Reduced
Qube Research & Technologies Ltd29,408$355.8K0.00%−686−2.3%Reduced
HighTower Advisors, LLC29,489$356.0K0.00%+3,376+12.9%Added
Lagoda Investment Management, L.P.30,325$366.9K0.23%+4,450+17.2%Added
Jane Street Group, LLC32,133$388.8K0.00%+16,811+109.7%Added
Beese Fulmer Investment Management, Inc.33,517$404.5K0.04%−3,350−9.1%Reduced
Raymond James & Associates34,969$423.1K0.00%−17,636−33.5%Reduced
EagleClaw Capital Managment, LLC40,450$489.4K0.09%+6,500+19.1%Added
Resurgent Financial Advisors LLC48,000$580.8K0.31%00.0%Unchanged
Group One Trading, L.P.51,127$618.6K0.02%−81,305−61.4%Reduced
Kingswood Wealth Advisors, LLC55,006$663.4K0.08%−62,493−53.2%Reduced
Fielder Capital Group LLC55,242$668.4K0.30%−6,400−10.4%Reduced
Essex Financial Services, Inc.65,699$795.0K0.07%−1,093−1.6%Reduced
Citadel Advisors LLC65,977$798.3K0.00%−41,438−38.6%Reduced
Commonwealth Equity Services, LLC72,614$879.0K0.00%+22,623+45.3%Added
Wells Fargo & Company76,494$925.6K0.00%−161,937−67.9%Reduced
Pathstone Holdings, LLC81,911$991.1K0.00%−18,224−18.2%Reduced
Capital Analysts, LLC82,978$1.00M0.05%+28,475+52.2%Added
Santa Monica Partners LP86,500$1.05M0.72%00.0%Unchanged
Susquehanna International Group, LLP102,003$1.23M0.00%−45,236−30.7%Reduced
LPL Financial LLC136,655$1.65M0.00%−113,868−45.5%Reduced
Beacon Pointe Advisors, LLC150,752$1.82M0.02%+3,506+2.4%Added
Morgan Stanley180,483$2.18M0.00%−149,663−45.3%Reduced
Mad River Investors252,447$3.05M2.12%−4,842−1.9%Reduced
Moors & Cabot, Inc.373,007$4.51M0.24%+104,241+38.8%Added
UBS Group AG434,317$5.26M0.00%−29,270−6.3%Reduced
Hosking Partners LLP454,897$5.50M0.20%−64,354−12.4%Reduced
Foundation Resource Management Inc682,634$8.26M1.30%+5,671+0.8%Added
Schwartz Investment Counsel Inc981,669$11.8M0.43%+177,820+22.1%Added
Horizon Kinetics Asset Management LLC3,545,020$42.9M0.81%−38,722−1.1%Reduced
SoftVest Advisors, LLC4,298,195$52.0M18.54%+150,000+3.6%Added
HRT Financial LP0$00.00%−29,002−100.0%Sold out
Navellier & Associates Inc0$00.00%−22,376−100.0%Sold out
Sowell Financial Services LLC0$00.00%−15,584−100.0%Sold out
Ameriprise Financial Inc0$00.00%−13,765−100.0%Sold out
Aristides Capital LLC0$00.00%−11,679−100.0%Sold out
Virtus ETF Advisers LLC0$00.00%−9,390−100.0%Sold out
Advisory Services Network, LLC0$00.00%−1,000−100.0%Sold out
Tucker Asset Management LLC0$00.00%−400−100.0%Sold out
ORG Partners LLC0$00.00%−240−100.0%Sold out