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, Q4 2024
Institutional positions in Permian Basin Royalty Trust as of Dec 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
- 97
- +13 vs. Q3 2024
- Shares held
- 14.4M
- +1.05M (+7.8%) vs. Q3 2024
- Total value
- $159.9M
- +$766.6K (+0.5%) vs. Q3 2024
- New holders
- 22
- 30 more added
- Sold out
- 9
- 20 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 100 | $504.8M |
| Q1 2026 | 96 | $432.8M |
| Q4 2025 | 103 | $345.9M |
| Q3 2025 | 95 | $356.8M |
| Q2 2025 | 95 | $240.8M |
| Q1 2025 | 94 | $147.8M |
| Q4 2024 | 97 | $159.9M |
| Q3 2024 | 87 | $159.6M |
| Q2 2024 | 81 | $147.2M |
| Q1 2024 | 81 | $157.2M |
| Q4 2023 | 79 | $188.0M |
| Q3 2023 | 87 | $283.5M |
| Q2 2023 | 86 | $326.1M |
| Q1 2023 | 82 | $321.6M |
| Q4 2022 | 77 | $313.4M |
| Q3 2022 | 77 | $188.0M |
| Q2 2022 | 61 | $173.4M |
| Q1 2022 | 61 | $114.1M |
| Q4 2021 | 56 | $73.8M |
| Q3 2021 | 45 | $27.2M |
| Q2 2021 | 48 | $25.1M |
| Q1 2021 | 49 | $17.6M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Permian Basin Royalty Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SoftVest Advisors, LLC | 4,429,695 | $49.1M | 9.83% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 3,946,083 | $43.7M | 0.54% | +261,819+7.1% | Added |
| Schwartz Investment Counsel Inc | 1,386,902 | $15.3M | 0.55% | −15,500−1.1% | Reduced |
| Foundation Resource Management Inc | 662,541 | $7.34M | 1.23% | −6,793−1.0% | Reduced |
| Moors & Cabot, Inc. | 594,221 | $6.58M | 0.31% | +59,070+11.0% | Added |
| Hosking Partners LLP | 307,551 | $3.41M | 0.13% | +67,858+28.3% | Added |
| LPL Financial LLC | 292,045 | $3.24M | 0.00% | +20,496+7.5% | Added |
| Mad River Investors | 246,293 | $2.73M | 1.27% | −30,089−10.9% | Reduced |
| Wells Fargo & Company | 233,493 | $2.59M | 0.00% | +158,403+211.0% | Added |
| Commonwealth Equity Services, LLC | 220,527 | $2.44M | 0.00% | +102,568+87.0% | Added |
| Morgan Stanley | 145,944 | $1.62M | 0.00% | +117,271+409.0% | Added |
| Beacon Pointe Advisors, LLC | 138,924 | $1.53M | 0.02% | +41,167+42.1% | Added |
| Ofi Invest Asset Management | 124,017 | $1.33M | 0.03% | +124,017 | New |
| Lido Advisors, LLC | 114,642 | $1.27M | 0.01% | +60,926+113.4% | Added |
| BWM Planning, LLC | 104,397 | $1.16M | 0.50% | +672+0.6% | Added |
| Promethium Advisors,llc | 90,032 | $997.5K | 0.68% | +90,032 | New |
| Capital Analysts, LLC | 77,918 | $863.0K | 0.03% | +500+0.6% | Added |
| Citadel Advisors LLC | 68,882 | $763.2K | 0.00% | +14,570+26.8% | Added |
| Atlas Wealth Partners, LLC | 66,098 | $730.0K | 0.92% | +2,542+4.0% | Added |
| Pathstone Holdings, LLC | 63,052 | $698.9K | 0.00% | +809+1.3% | Added |
| Essex Financial Services, Inc. | 60,926 | $675.1K | 0.05% | +10.0% | Added |
| UBS Group AG | 59,829 | $662.9K | 0.00% | −32,522−35.2% | Reduced |
| Lazard Asset Management LLC | 56,268 | $623.0K | 0.00% | +56,268 | New |
| Raymond James Financial Inc | 56,180 | $622.5K | 0.00% | +56,180 | New |
| GeoWealth Management, LLC | 49,947 | $550.4K | 0.02% | +9,176+22.5% | Added |
| Fielder Capital Group LLC | 48,218 | $534.3K | 0.17% | 00.0% | Unchanged |
| Jane Street Group, LLC | 42,885 | $475.2K | 0.00% | +42,885 | New |
| EagleClaw Capital Managment, LLC | 34,700 | $384.5K | 0.06% | −6,675−16.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 34,800 | $383.5K | 0.03% | −17,130−33.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 33,217 | $366.5K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 32,487 | $360.0K | 0.00% | −26,716−45.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 29,467 | $326.5K | 0.00% | +9,179+45.2% | Added |
| HighTower Advisors, LLC | 29,165 | $323.0K | 0.00% | −121−0.4% | Reduced |
| Captrust Financial Advisors | 28,682 | $317.6K | 0.00% | 00.0% | Unchanged |
| Fruth Investment Management | 25,400 | $279.0K | 0.08% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 22,645 | $250.9K | 0.00% | +22,645 | New |
| Napatree Capital LLC | 22,563 | $248.6K | 0.15% | +22,563 | New |
| Simplex Trading, LLC | 21,862 | $242.0K | 0.01% | +21,862 | New |
| Bank of America Corp | 21,117 | $234.0K | 0.00% | +743+3.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,725 | $229.0K | 0.00% | +743+3.7% | Added |
| Ronald Blue Trust, Inc. | 20,420 | $226.3K | 0.00% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 20,268 | $225.0K | 0.01% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 20,000 | $221.6K | 0.07% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 20,000 | $221.6K | 0.13% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 19,758 | $217.7K | 0.00% | −1,498−7.0% | Reduced |
| Qube Research & Technologies Ltd | 19,087 | $211.5K | 0.00% | +2,293+13.7% | Added |
| Avondale Wealth Management | 19,000 | $210.5K | 0.13% | +9,500+100.0% | Added |
| State of Wyoming | 18,008 | $199.5K | 0.03% | −785−4.2% | Reduced |
| Apollon Wealth Management, LLC | 15,389 | $170.5K | 0.00% | +244+1.6% | Added |
| State Street Corp | 14,754 | $163.8K | 0.00% | +406+2.8% | Added |
| PFG Investments, LLC | 14,070 | $155.9K | 0.01% | −3,596−20.4% | Reduced |
| Price Jennifer C. | 13,841 | $153.4K | 0.20% | 00.0% | Unchanged |
| Creative Planning | 13,190 | $146.0K | 0.00% | −2,912−18.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 13,000 | $144.0K | 0.02% | +13,000 | New |
| Warren Averett Asset Management, LLC | 12,666 | $139.6K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 12,300 | $136.3K | 0.03% | −6,200−33.5% | Reduced |
| Russell Investments Group, Ltd. | 12,132 | $134.4K | 0.00% | +2,679+28.3% | Added |
| First Financial Bankshares Inc | 12,000 | $133.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 11,688 | $128.4K | 0.00% | +1,623+16.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,528 | $127.5K | 0.00% | −9,890−46.2% | Reduced |
| Atria Wealth Solutions, Inc. | 11,465 | $127.0K | 0.00% | +11,465 | New |
| Stratos Wealth Partners, LTD. | 10,936 | $121.2K | 0.00% | +10,936 | New |
| Welch Group, LLC | 10,816 | $118.4K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,425 | $93.0K | 0.00% | −1,000−10.6% | Reduced |
| Sandy Spring Bank | 6,524 | $72.3K | 0.00% | −34−0.5% | Reduced |
| Access Investment Management LLC | 6,414 | $70.7K | 0.02% | −1,750−21.4% | Reduced |
| The PNC Financial Services Group, Inc. | 5,912 | $65.5K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,586 | $61.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,782 | $53.0K | 0.00% | +2,250+88.9% | Added |
| Golden State Wealth Management, LLC | 2,446 | $27.1K | 0.00% | +2,446 | New |
| Advisor Group Holdings, Inc. | 2,278 | $25.2K | 0.00% | −959−29.6% | Reduced |
| Lummis Asset Management, LP | 1,850 | $20.4K | 0.03% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,800 | $19.8K | 0.02% | +1,800 | New |
| GWM Advisors LLC | 1,722 | $19.1K | 0.00% | +26+1.5% | Added |
| Sugarloaf Wealth Management, LLC | 1,562 | $17.3K | 0.00% | +510+48.5% | Added |
| Principia Wealth Advisory, LLC | 1,333 | $14.7K | 0.01% | +1,333 | New |
| NewSquare Capital LLC | 1,000 | $11.0K | 0.00% | +1,000 | New |
| Skopos Labs, Inc. | 909 | $10.1K | 0.00% | +909 | New |
| Manchester Capital Management LLC | 750 | $8.31K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 750 | $8.27K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 734 | $8.13K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 505 | $5.57K | 0.00% | +505 | New |
| Bokf, NA | 462 | $5.40K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 480 | $5.32K | 0.00% | +480 | New |
| Winnow Wealth LLC | 480 | $5.31K | 0.01% | +480 | New |
| SJS Investment Consulting Inc. | 437 | $4.82K | 0.00% | +3+0.7% | Added |
| Medallion Wealth Advisors, LLC | 384 | $4.23K | 0.00% | +384 | New |
| Tower Research Capital LLC (TRC) | 304 | $3.37K | 0.00% | −310−50.5% | Reduced |
| US Bancorp | 300 | $3.32K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 240 | $2.65K | 0.00% | +240 | New |
| Fortis Group Advisors, LLC | 200 | $2.22K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 100 | $1.11K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 87 | $959 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 86 | $953 | 0.00% | +1+1.2% | Added |
| Sunbelt Securities, Inc. | 85 | $930 | 0.00% | −127−59.9% | Reduced |
| BankPlus Trust Department | 12 | $133 | 0.00% | +12 | New |
| Anfield Capital Management, LLC | 7 | $77 | 0.00% | 00.0% | Unchanged |
| Santa Monica Partners LP | 0 | $0 | 0.00% | −86,500−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −70,403−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −25,803−100.0% | Sold out |