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 |
|---|---|---|---|---|---|
| Anfield Capital Management, LLC | 7 | $77 | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 12 | $133 | 0.00% | +12 | New |
| Sunbelt Securities, Inc. | 85 | $930 | 0.00% | −127−59.9% | Reduced |
| Clearstead Advisors, LLC | 86 | $953 | 0.00% | +1+1.2% | Added |
| Signaturefd, LLC | 87 | $959 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 100 | $1.11K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 200 | $2.22K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 240 | $2.65K | 0.00% | +240 | New |
| US Bancorp | 300 | $3.32K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 304 | $3.37K | 0.00% | −310−50.5% | Reduced |
| Medallion Wealth Advisors, LLC | 384 | $4.23K | 0.00% | +384 | New |
| SJS Investment Consulting Inc. | 437 | $4.82K | 0.00% | +3+0.7% | Added |
| Winnow Wealth LLC | 480 | $5.31K | 0.01% | +480 | New |
| Newbridge Financial Services Group, Inc. | 480 | $5.32K | 0.00% | +480 | New |
| Bokf, NA | 462 | $5.40K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 505 | $5.57K | 0.00% | +505 | New |
| Harbour Investments, Inc. | 734 | $8.13K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 750 | $8.27K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 750 | $8.31K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 909 | $10.1K | 0.00% | +909 | New |
| NewSquare Capital LLC | 1,000 | $11.0K | 0.00% | +1,000 | New |
| Principia Wealth Advisory, LLC | 1,333 | $14.7K | 0.01% | +1,333 | New |
| Sugarloaf Wealth Management, LLC | 1,562 | $17.3K | 0.00% | +510+48.5% | Added |
| GWM Advisors LLC | 1,722 | $19.1K | 0.00% | +26+1.5% | Added |
| Signature Resources Capital Management, LLC | 1,800 | $19.8K | 0.02% | +1,800 | New |
| Lummis Asset Management, LP | 1,850 | $20.4K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,278 | $25.2K | 0.00% | −959−29.6% | Reduced |
| Golden State Wealth Management, LLC | 2,446 | $27.1K | 0.00% | +2,446 | New |
| JPMorgan Chase & Co | 4,782 | $53.0K | 0.00% | +2,250+88.9% | Added |
| Venturi Wealth Management, LLC | 5,586 | $61.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,912 | $65.5K | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 6,414 | $70.7K | 0.02% | −1,750−21.4% | Reduced |
| Sandy Spring Bank | 6,524 | $72.3K | 0.00% | −34−0.5% | Reduced |
| Royal Bank of Canada | 8,425 | $93.0K | 0.00% | −1,000−10.6% | Reduced |
| Welch Group, LLC | 10,816 | $118.4K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,936 | $121.2K | 0.00% | +10,936 | New |
| Atria Wealth Solutions, Inc. | 11,465 | $127.0K | 0.00% | +11,465 | New |
| Wealth Enhancement Advisory Services, LLC | 11,528 | $127.5K | 0.00% | −9,890−46.2% | Reduced |
| Ameriprise Financial Inc | 11,688 | $128.4K | 0.00% | +1,623+16.1% | Added |
| First Financial Bankshares Inc | 12,000 | $133.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 12,132 | $134.4K | 0.00% | +2,679+28.3% | Added |
| Ironwood Financial, llc | 12,300 | $136.3K | 0.03% | −6,200−33.5% | Reduced |
| Warren Averett Asset Management, LLC | 12,666 | $139.6K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 13,000 | $144.0K | 0.02% | +13,000 | New |
| Creative Planning | 13,190 | $146.0K | 0.00% | −2,912−18.1% | Reduced |
| Price Jennifer C. | 13,841 | $153.4K | 0.20% | 00.0% | Unchanged |
| PFG Investments, LLC | 14,070 | $155.9K | 0.01% | −3,596−20.4% | Reduced |
| State Street Corp | 14,754 | $163.8K | 0.00% | +406+2.8% | Added |
| Apollon Wealth Management, LLC | 15,389 | $170.5K | 0.00% | +244+1.6% | Added |
| State of Wyoming | 18,008 | $199.5K | 0.03% | −785−4.2% | Reduced |
| Avondale Wealth Management | 19,000 | $210.5K | 0.13% | +9,500+100.0% | Added |
| Qube Research & Technologies Ltd | 19,087 | $211.5K | 0.00% | +2,293+13.7% | Added |
| Capital Investment Advisors, LLC | 19,758 | $217.7K | 0.00% | −1,498−7.0% | Reduced |
| 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 |
| Ingalls & Snyder LLC | 20,268 | $225.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 20,420 | $226.3K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 20,725 | $229.0K | 0.00% | +743+3.7% | Added |
| Bank of America Corp | 21,117 | $234.0K | 0.00% | +743+3.6% | Added |
| Simplex Trading, LLC | 21,862 | $242.0K | 0.01% | +21,862 | New |
| Napatree Capital LLC | 22,563 | $248.6K | 0.15% | +22,563 | New |
| Brown Brothers Harriman & Co | 22,645 | $250.9K | 0.00% | +22,645 | New |
| Fruth Investment Management | 25,400 | $279.0K | 0.08% | 00.0% | Unchanged |
| Captrust Financial Advisors | 28,682 | $317.6K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 29,165 | $323.0K | 0.00% | −121−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 29,467 | $326.5K | 0.00% | +9,179+45.2% | Added |
| Susquehanna International Group, LLP | 32,487 | $360.0K | 0.00% | −26,716−45.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 33,217 | $366.5K | 0.03% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 34,800 | $383.5K | 0.03% | −17,130−33.0% | Reduced |
| EagleClaw Capital Managment, LLC | 34,700 | $384.5K | 0.06% | −6,675−16.1% | Reduced |
| Jane Street Group, LLC | 42,885 | $475.2K | 0.00% | +42,885 | New |
| Fielder Capital Group LLC | 48,218 | $534.3K | 0.17% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 49,947 | $550.4K | 0.02% | +9,176+22.5% | Added |
| Raymond James Financial Inc | 56,180 | $622.5K | 0.00% | +56,180 | New |
| Lazard Asset Management LLC | 56,268 | $623.0K | 0.00% | +56,268 | New |
| UBS Group AG | 59,829 | $662.9K | 0.00% | −32,522−35.2% | Reduced |
| Essex Financial Services, Inc. | 60,926 | $675.1K | 0.05% | +10.0% | Added |
| Pathstone Holdings, LLC | 63,052 | $698.9K | 0.00% | +809+1.3% | Added |
| Atlas Wealth Partners, LLC | 66,098 | $730.0K | 0.92% | +2,542+4.0% | Added |
| Citadel Advisors LLC | 68,882 | $763.2K | 0.00% | +14,570+26.8% | Added |
| Capital Analysts, LLC | 77,918 | $863.0K | 0.03% | +500+0.6% | Added |
| Promethium Advisors,llc | 90,032 | $997.5K | 0.68% | +90,032 | New |
| BWM Planning, LLC | 104,397 | $1.16M | 0.50% | +672+0.6% | Added |
| Lido Advisors, LLC | 114,642 | $1.27M | 0.01% | +60,926+113.4% | Added |
| Ofi Invest Asset Management | 124,017 | $1.33M | 0.03% | +124,017 | New |
| Beacon Pointe Advisors, LLC | 138,924 | $1.53M | 0.02% | +41,167+42.1% | Added |
| Morgan Stanley | 145,944 | $1.62M | 0.00% | +117,271+409.0% | Added |
| Commonwealth Equity Services, LLC | 220,527 | $2.44M | 0.00% | +102,568+87.0% | Added |
| Wells Fargo & Company | 233,493 | $2.59M | 0.00% | +158,403+211.0% | Added |
| Mad River Investors | 246,293 | $2.73M | 1.27% | −30,089−10.9% | Reduced |
| LPL Financial LLC | 292,045 | $3.24M | 0.00% | +20,496+7.5% | Added |
| Hosking Partners LLP | 307,551 | $3.41M | 0.13% | +67,858+28.3% | Added |
| Moors & Cabot, Inc. | 594,221 | $6.58M | 0.31% | +59,070+11.0% | Added |
| Foundation Resource Management Inc | 662,541 | $7.34M | 1.23% | −6,793−1.0% | Reduced |
| Schwartz Investment Counsel Inc | 1,386,902 | $15.3M | 0.55% | −15,500−1.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 3,946,083 | $43.7M | 0.54% | +261,819+7.1% | Added |
| SoftVest Advisors, LLC | 4,429,695 | $49.1M | 9.83% | 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 |