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, Q1 2025
Institutional positions in Permian Basin Royalty Trust as of Mar 31, 2025. 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
- 94
- +1 vs. Q4 2024
- Shares held
- 14.9M
- +502.4K (+3.5%) vs. Q4 2024
- Total value
- $147.8M
- −$11.9M (−7.5%) vs. Q4 2024
- New holders
- 10
- 30 more added
- Sold out
- 9
- 23 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Permian Basin Royalty Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 3 | $28 | 0.00% | +3 | New |
| BlackRock, Inc. | 5 | $50 | 0.00% | +5 | New |
| Anfield Capital Management, LLC | 7 | $69 | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 12 | $119 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 86 | $857 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 87 | $859 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 87 | $862 | 0.00% | +87 | New |
| WealthCollab, LLC | 161 | $1.59K | 0.00% | +161 | New |
| Fortis Group Advisors, LLC | 200 | $1.98K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 299 | $2.96K | 0.00% | −435−59.3% | Reduced |
| US Bancorp | 300 | $2.97K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 384 | $3.88K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 393 | $3.90K | 0.00% | +393 | New |
| SJS Investment Consulting Inc. | 439 | $4.34K | 0.00% | +2+0.5% | Added |
| Bokf, NA | 462 | $4.58K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 508 | $5.01K | 0.00% | +3+0.6% | Added |
| Winnow Wealth LLC | 565 | $5.59K | 0.01% | +85+17.7% | Added |
| Spire Wealth Management | 750 | $7.40K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 750 | $7.43K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 938 | $9.30K | 0.00% | +634+208.6% | Added |
| Coldstream Capital Management Inc | 1,000 | $9.91K | 0.00% | +1,000 | New |
| Principia Wealth Advisory, LLC | 1,333 | $12.7K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,800 | $17.8K | 0.02% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 1,850 | $18.3K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,000 | $20.0K | 0.00% | +2,000 | New |
| Golden State Wealth Management, LLC | 2,446 | $24.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,458 | $24.4K | 0.00% | +736+42.7% | Added |
| Advisor Group Holdings, Inc. | 2,678 | $26.5K | 0.00% | +400+17.6% | Added |
| JPMorgan Chase & Co | 4,469 | $44.3K | 0.00% | −313−6.5% | Reduced |
| Royal Bank of Canada | 5,375 | $53.0K | 0.00% | −3,050−36.2% | Reduced |
| The PNC Financial Services Group, Inc. | 5,912 | $58.6K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6,335 | $62.8K | 0.01% | +6,250+7,352.9% | Added |
| Sandy Spring Bank | 6,524 | $64.7K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 10,268 | $101.8K | 0.00% | −10,849−51.4% | Reduced |
| Stratos Wealth Partners, LTD. | 10,650 | $105.6K | 0.00% | −286−2.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,442 | $113.2K | 0.00% | −86−0.7% | Reduced |
| First Financial Bankshares Inc | 12,000 | $118.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,980 | $119.0K | 0.00% | −8,745−42.2% | Reduced |
| Russell Investments Group, Ltd. | 12,132 | $120.2K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 12,300 | $121.9K | 0.03% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 12,666 | $125.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 13,092 | $129.6K | 0.00% | −98−0.7% | Reduced |
| Virtus Investment Advisers, Inc. | 13,420 | $133.0K | 0.04% | +13,420 | New |
| Ameriprise Financial Inc | 13,972 | $138.5K | 0.00% | +2,284+19.5% | Added |
| PFG Investments, LLC | 14,070 | $139.4K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 15,500 | $153.6K | 0.02% | +2,500+19.2% | Added |
| Apollon Wealth Management, LLC | 15,675 | $155.3K | 0.00% | +286+1.9% | Added |
| Group One Trading, L.P. | 16,253 | $161.1K | 0.01% | +16,253 | New |
| State Street Corp | 17,678 | $175.5K | 0.00% | +2,924+19.8% | Added |
| Welch Group, LLC | 18,200 | $180.4K | 0.01% | +7,384+68.3% | Added |
| Capital Investment Advisors, LLC | 18,860 | $186.1K | 0.00% | −898−4.5% | Reduced |
| Resurgent Financial Advisors LLC | 20,000 | $198.2K | 0.12% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 20,268 | $201.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 20,420 | $202.4K | 0.00% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 22,118 | $218.3K | 0.02% | −12,682−36.4% | Reduced |
| Qube Research & Technologies Ltd | 22,146 | $219.5K | 0.00% | +3,059+16.0% | Added |
| Financial Sense Advisors, Inc. | 25,000 | $247.8K | 0.07% | +5,000+25.0% | Added |
| Fruth Investment Management | 25,400 | $250.0K | 0.07% | 00.0% | Unchanged |
| Raymond James Financial Inc | 26,302 | $260.7K | 0.00% | −29,878−53.2% | Reduced |
| Captrust Financial Advisors | 28,682 | $284.1K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 28,981 | $287.1K | 0.00% | −184−0.6% | Reduced |
| Avondale Wealth Management | 29,000 | $287.4K | 0.18% | +10,000+52.6% | Added |
| Steward Partners Investment Advisory, LLC | 30,854 | $305.8K | 0.00% | +1,387+4.7% | Added |
| State of Wyoming | 31,113 | $308.3K | 0.04% | +13,105+72.8% | Added |
| Susquehanna International Group, LLP | 31,400 | $311.2K | 0.00% | −1,087−3.3% | Reduced |
| EagleClaw Capital Managment, LLC | 31,700 | $314.1K | 0.05% | −3,000−8.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 33,217 | $328.2K | 0.03% | 00.0% | Unchanged |
| Napatree Capital LLC | 46,273 | $456.7K | 0.26% | +23,710+105.1% | Added |
| Fielder Capital Group LLC | 48,218 | $477.8K | 0.14% | 00.0% | Unchanged |
| Citadel Advisors LLC | 54,564 | $540.7K | 0.00% | −14,318−20.8% | Reduced |
| Advisory Services Network, LLC | 57,584 | $570.7K | 0.01% | +57,584 | New |
| Essex Financial Services, Inc. | 59,172 | $586.4K | 0.04% | −1,754−2.9% | Reduced |
| Simplex Trading, LLC | 63,679 | $631.0K | 0.02% | +41,817+191.3% | Added |
| Lazard Asset Management LLC | 66,438 | $658.0K | 0.00% | +10,170+18.1% | Added |
| Atlas Wealth Partners, LLC | 67,363 | $666.0K | 0.82% | +1,265+1.9% | Added |
| UBS Group AG | 67,788 | $671.8K | 0.00% | +7,959+13.3% | Added |
| Capital Analysts, LLC | 77,178 | $765.0K | 0.03% | −740−0.9% | Reduced |
| BWM Planning, LLC | 104,397 | $1.03M | 0.44% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 124,017 | $1.14M | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 118,842 | $1.18M | 0.01% | +4,200+3.7% | Added |
| Pathstone Holdings, LLC | 125,872 | $1.25M | 0.01% | +62,820+99.6% | Added |
| Morgan Stanley | 129,697 | $1.29M | 0.00% | −16,247−11.1% | Reduced |
| Promethium Advisors,llc | 131,829 | $1.31M | 0.84% | +41,797+46.4% | Added |
| Beacon Pointe Advisors, LLC | 138,509 | $1.37M | 0.02% | −415−0.3% | Reduced |
| LPL Financial LLC | 236,783 | $2.35M | 0.00% | −55,262−18.9% | Reduced |
| Wells Fargo & Company | 244,514 | $2.42M | 0.00% | +11,021+4.7% | Added |
| Commonwealth Equity Services, LLC | 257,267 | $2.55M | 0.00% | +36,740+16.7% | Added |
| Hosking Partners LLP | 304,966 | $3.02M | 0.13% | −2,585−0.8% | Reduced |
| Mad River Investors | 471,693 | $4.67M | 1.98% | +225,400+91.5% | Added |
| Moors & Cabot, Inc. | 507,293 | $5.03M | 0.26% | −86,928−14.6% | Reduced |
| Foundation Resource Management Inc | 647,872 | $6.42M | 1.01% | −14,669−2.2% | Reduced |
| Schwartz Investment Counsel Inc | 1,486,902 | $14.7M | 0.50% | +100,000+7.2% | Added |
| Horizon Kinetics Asset Management LLC | 4,134,327 | $41.0M | 0.46% | +188,244+4.8% | Added |
| SoftVest Advisors, LLC | 4,429,695 | $43.9M | 7.77% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −49,947−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −42,885−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −22,645−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −11,465−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −5,586−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |