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.
Q4 2024 vs. Q3 2024
How the institutions holding Permian Basin Royalty Trust changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 87 | 3 | 97 | +13 |
| Shares | 13.4M | 37.4K | 14.4M | +1.05M (+7.8%) |
| Value | $159.6M | $445.1K | $159.9M | +$766.6K (+0.5%) |
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (22)
Institutions that held Permian Basin Royalty Trust at the end of Q4 2024 but not at the end of Q3 2024.
Sold out (9)
Institutions that held Permian Basin Royalty Trust at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Santa Monica Partners LP | 86,500 | $1.03M |
| Independent Advisor Alliance | 70,403 | $837.1K |
| Group One Trading, L.P. | 25,803 | $306.8K |
| Flow Traders U.S. LLC | 14,009 | $167.0K |
| Reuter James Wealth Management, LLC | 9,271 | $110.2K |
| Comerica Bank | 501 | $5.96K |
| CVA Family Office, LLC | 463 | $5.50K |
| FMR LLC | 400 | $4.76K |
| International Assets Investment Management, LLC | 8,323 | – |
Not filed for Q4 2024 yet (3)
Institutions that held Permian Basin Royalty Trust at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 30,403 | $361.5K |
| PEAK6 Investments LLC | 7,006 | $83.3K |
| Abich Financial Wealth Management LLC | 26 | $313 |