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.
Q1 2025 vs. Q4 2024
How the institutions holding Permian Basin Royalty Trust changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 97 | 4 | 94 | +1 |
| Shares | 14.4M | 21.9K | 14.9M | +502.4K (+3.5%) |
| Value | $159.9M | $242.5K | $147.8M | −$11.9M (−7.5%) |
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held Permian Basin Royalty Trust at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisory Services Network, LLC | 57,584 | $570.7K | 0.01% |
| Group One Trading, L.P. | 16,253 | $161.1K | 0.01% |
| Virtus Investment Advisers, Inc. | 13,420 | $133.0K | 0.04% |
| Bessemer Group Inc | 2,000 | $20.0K | 0.00% |
| Coldstream Capital Management Inc | 1,000 | $9.91K | 0.00% |
| Caitong International Asset Management Co., Ltd | 393 | $3.90K | 0.00% |
| WealthCollab, LLC | 161 | $1.59K | 0.00% |
| Fifth Third Bancorp | 87 | $862 | 0.00% |
| BlackRock, Inc. | 5 | $50 | 0.00% |
| FMR LLC | 3 | $28 | 0.00% |
Sold out (9)
Institutions that held Permian Basin Royalty Trust at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| GeoWealth Management, LLC | 49,947 | $550.4K |
| Jane Street Group, LLC | 42,885 | $475.2K |
| Brown Brothers Harriman & Co | 22,645 | $250.9K |
| Atria Wealth Solutions, Inc. | 11,465 | $127.0K |
| Venturi Wealth Management, LLC | 5,586 | $61.9K |
| NewSquare Capital LLC | 1,000 | $11.0K |
| Skopos Labs, Inc. | 909 | $10.1K |
| Newbridge Financial Services Group, Inc. | 480 | $5.32K |
| Valued Wealth Advisors LLC | 240 | $2.65K |
Not filed for Q1 2025 yet (4)
Institutions that held Permian Basin Royalty Trust at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Price Jennifer C. | 13,841 | $153.4K |
| Access Investment Management LLC | 6,414 | $70.7K |
| Sugarloaf Wealth Management, LLC | 1,562 | $17.3K |
| Global Retirement Partners, LLC | 100 | $1.11K |