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.
Q2 2025 vs. Q1 2025
How the institutions holding Permian Basin Royalty Trust changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 94 | 2 | 95 | +3 |
| Shares | 14.9M | 52.8K | 19.3M | +4.44M (+29.8%) |
| Value | $147.8M | $521.4K | $240.8M | +$93.6M (+63.5%) |
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (19)
Institutions that held Permian Basin Royalty Trust at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Jane Street Group, LLC | 46,335 | $577.3K | 0.00% |
| Bradley Foster & Sargent Inc | 44,975 | $559.0K | 0.01% |
| Quadrature Capital Ltd | 18,597 | $231.7K | 0.00% |
| PEAK6 LLC | 15,727 | $196.0K | 0.01% |
| XTX Topco Ltd | 15,052 | $187.5K | 0.01% |
| Family Management Corp | 12,623 | $157.3K | 0.02% |
| Kapitalo Investimentos Ltda | 11,761 | $146.5K | 0.03% |
| Clark Asset Management, LLC | 10,000 | $124.3K | 0.02% |
| Atlantic Union Bankshares Corp | 6,524 | $81.3K | 0.00% |
| Access Investment Management LLC | 5,178 | $64.4K | 0.02% |
| Alerus Financial NA | 1,000 | $12.5K | 0.00% |
| Mid-American Wealth Advisory Group, Inc. | 437 | $5.43K | 0.00% |
| Country Trust Bank | 300 | $3.74K | 0.00% |
| CoreCap Advisors, LLC | 200 | $2.49K | 0.00% |
| Ameritas Advisory Services, LLC | 182 | $2.27K | 0.00% |
| Assetmark, Inc | 142 | $1.77K | 0.00% |
| Global Retirement Partners, LLC | 100 | $1.25K | 0.00% |
| ZRC Wealth Management, LLC | 100 | $1.24K | 0.00% |
| Wolff Wiese Magana LLC | 18 | $223 | 0.00% |
Sold out (16)
Institutions that held Permian Basin Royalty Trust at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Ofi Invest Asset Management | 124,017 | $1.14M |
| Susquehanna International Group, LLP | 31,400 | $311.2K |
| Qube Research & Technologies Ltd | 22,146 | $219.5K |
| Kingswood Wealth Advisors, LLC | 22,118 | $218.3K |
| Apollon Wealth Management, LLC | 15,675 | $155.3K |
| Pekin Hardy Strauss, Inc. | 15,500 | $153.6K |
| PFG Investments, LLC | 14,070 | $139.4K |
| Coldstream Capital Management Inc | 1,000 | $9.91K |
| Spire Wealth Management | 750 | $7.40K |
| Winnow Wealth LLC | 565 | $5.59K |
| Vermillion Wealth Management, Inc. | 508 | $5.01K |
| Fifth Third Bancorp | 87 | $862 |
| Clearstead Advisors, LLC | 86 | $857 |
| BankPlus Trust Department | 12 | $119 |
| BlackRock, Inc. | 5 | $50 |
| FMR LLC | 3 | $28 |
Not filed for Q2 2025 yet (2)
Institutions that held Permian Basin Royalty Trust at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Napatree Capital LLC | 46,273 | $456.7K |
| Sandy Spring Bank | 6,524 | $64.7K |