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.
Q2 2024 vs. Q1 2024
How the institutions holding Permian Basin Royalty Trust changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Q2 2024 | Change |
|---|---|---|---|
| Holders | 81 | 81 | 0 |
| Shares | 13.0M | 13.1M | +91.2K (+0.7%) |
| Value | $157.2M | $147.2M | −$10.0M (−6.4%) |
New holders (13)
Institutions that held Permian Basin Royalty Trust at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Ofi Invest Asset Management | 124,017 | $1.30M | 0.03% |
| GeoWealth Management, LLC | 46,665 | $523.6K | 0.02% |
| Lido Advisors, LLC | 27,145 | $307.6K | 0.00% |
| First Financial Bankshares Inc | 12,000 | $135.1K | 0.00% |
| Mariner, LLC | 10,261 | $115.5K | 0.00% |
| Northwestern Mutual Wealth Management Co | 2,000 | $22.5K | 0.00% |
| Manchester Capital Management LLC | 750 | $8.45K | 0.00% |
| International Assets Investment Management, LLC | 700 | $7.88K | 0.00% |
| Sunbelt Securities, Inc. | 128 | $1.44K | 0.00% |
| Ashton Thomas Private Wealth, LLC | 124 | $1.40K | 0.00% |
| Central Trust Co | 100 | $1.13K | 0.00% |
| Voisard Asset Management Group, Inc. | 28 | $315 | 0.00% |
| FMR LLC | 1 | $11 | 0.00% |
Sold out (13)
Institutions that held Permian Basin Royalty Trust at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Group One Trading, L.P. | 51,127 | $618.6K |
| Jane Street Group, LLC | 32,133 | $388.8K |
| Virtu Financial LLC | 25,279 | $306.0K |
| Advisory Alpha, LLC | 20,471 | $246.9K |
| Quadrature Capital Ltd | 11,846 | $142.7K |
| We Are One Seven, LLC | 11,145 | $134.4K |
| CoreFirst Bank & Trust | 1,640 | $19.8K |
| FRG Family Wealth Advisors LLC | 1,200 | $13.8K |
| US Bancorp | 890 | $10.8K |
| Anchor Investment Management, LLC | 500 | $6.03K |
| IFP Advisors, Inc | 423 | $5.12K |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 416 | $5.02K |
| CWM, LLC | 100 | $1.00K |