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, Q2 2025
Institutional positions in Permian Basin Royalty Trust as of Jun 30, 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
- 95
- +3 vs. Q1 2025
- Shares held
- 19.3M
- +4.44M (+29.8%) vs. Q1 2025
- Total value
- $240.8M
- +$93.6M (+63.5%) vs. Q1 2025
- New holders
- 19
- 30 more added
- Sold out
- 16
- 20 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Permian Basin Royalty Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Anfield Capital Management, LLC | 7 | $87 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 18 | $223 | 0.00% | +18 | New |
| Tower Research Capital LLC (TRC) | 60 | $748 | 0.00% | −878−93.6% | Reduced |
| Sunbelt Securities, Inc. | 85 | $940 | 0.00% | −6,250−98.7% | Reduced |
| Signaturefd, LLC | 87 | $1.08K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 100 | $1.24K | 0.00% | +100 | New |
| Global Retirement Partners, LLC | 100 | $1.25K | 0.00% | +100 | New |
| Assetmark, Inc | 142 | $1.77K | 0.00% | +142 | New |
| WealthCollab, LLC | 161 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 182 | $2.27K | 0.00% | +182 | New |
| CoreCap Advisors, LLC | 200 | $2.49K | 0.00% | +200 | New |
| Fortis Group Advisors, LLC | 200 | $2.49K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 299 | $3.73K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 300 | $3.74K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 300 | $3.74K | 0.00% | +300 | New |
| Medallion Wealth Advisors, LLC | 384 | $4.84K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 389 | $4.85K | 0.00% | −4−1.0% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 437 | $5.43K | 0.00% | +437 | New |
| SJS Investment Consulting Inc. | 442 | $5.49K | 0.00% | +3+0.7% | Added |
| Bokf, NA | 462 | $5.76K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 750 | $9.35K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 1,000 | $12.5K | 0.00% | +1,000 | New |
| Principia Wealth Advisory, LLC | 1,333 | $16.6K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,800 | $22.4K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 1,850 | $23.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,376 | $29.6K | 0.00% | −302−11.3% | Reduced |
| Golden State Wealth Management, LLC | 2,446 | $30.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,762 | $46.9K | 0.00% | +1,304+53.1% | Added |
| Access Investment Management LLC | 5,178 | $64.4K | 0.02% | +5,178 | New |
| The PNC Financial Services Group, Inc. | 5,912 | $73.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,412 | $80.0K | 0.00% | +1,037+19.3% | Added |
| Atlantic Union Bankshares Corp | 6,524 | $81.3K | 0.00% | +6,524 | New |
| Avondale Wealth Management | 7,500 | $93.5K | 0.05% | −21,500−74.1% | Reduced |
| Lazard Asset Management LLC | 9,143 | $113.0K | 0.00% | −57,295−86.2% | Reduced |
| Ironwood Financial, llc | 12,300 | $121.9K | 0.03% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 10,000 | $124.3K | 0.02% | +10,000 | New |
| Simplex Trading, LLC | 10,384 | $129.0K | 0.00% | −53,295−83.7% | Reduced |
| Kapitalo Investimentos Ltda | 11,761 | $146.5K | 0.03% | +11,761 | New |
| Wealth Enhancement Advisory Services, LLC | 11,442 | $147.8K | 0.00% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 12,000 | $149.5K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 12,132 | $151.2K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,385 | $154.0K | 0.00% | +405+3.4% | Added |
| Family Management Corp | 12,623 | $157.3K | 0.02% | +12,623 | New |
| Warren Averett Asset Management, LLC | 12,666 | $157.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 13,037 | $162.4K | 0.00% | +2,769+27.0% | Added |
| Virtus Investment Advisers, Inc. | 14,369 | $179.0K | 0.06% | +949+7.1% | Added |
| Creative Planning | 14,995 | $186.7K | 0.00% | +1,903+14.5% | Added |
| XTX Topco Ltd | 15,052 | $187.5K | 0.01% | +15,052 | New |
| PEAK6 LLC | 15,727 | $196.0K | 0.01% | +15,727 | New |
| Ameriprise Financial Inc | 17,185 | $214.1K | 0.00% | +3,213+23.0% | Added |
| Welch Group, LLC | 17,798 | $221.2K | 0.01% | −402−2.2% | Reduced |
| Capital Investment Advisors, LLC | 18,362 | $228.2K | 0.00% | −498−2.6% | Reduced |
| Quadrature Capital Ltd | 18,597 | $231.7K | 0.00% | +18,597 | New |
| State Street Corp | 18,646 | $232.6K | 0.00% | +968+5.5% | Added |
| Resurgent Financial Advisors LLC | 20,000 | $249.2K | 0.14% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 20,270 | $252.6K | 0.00% | +9,620+90.3% | Added |
| Ingalls & Snyder LLC | 20,268 | $253.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 20,420 | $254.4K | 0.00% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 25,000 | $311.5K | 0.08% | 00.0% | Unchanged |
| Fruth Investment Management | 25,400 | $315.0K | 0.09% | 00.0% | Unchanged |
| State of Wyoming | 28,215 | $351.6K | 0.04% | −2,898−9.3% | Reduced |
| Captrust Financial Advisors | 28,682 | $357.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 30,895 | $385.0K | 0.00% | +41+0.1% | Added |
| Beese Fulmer Investment Management, Inc. | 31,917 | $397.0K | 0.03% | −1,300−3.9% | Reduced |
| EagleClaw Capital Managment, LLC | 35,700 | $444.8K | 0.07% | +4,000+12.6% | Added |
| HighTower Advisors, LLC | 40,537 | $505.0K | 0.00% | +11,556+39.9% | Added |
| Bradley Foster & Sargent Inc | 44,975 | $559.0K | 0.01% | +44,975 | New |
| Jane Street Group, LLC | 46,335 | $577.3K | 0.00% | +46,335 | New |
| Fielder Capital Group LLC | 48,218 | $600.8K | 0.16% | 00.0% | Unchanged |
| UBS Group AG | 54,642 | $680.8K | 0.00% | −13,146−19.4% | Reduced |
| Essex Financial Services, Inc. | 59,174 | $737.3K | 0.05% | +20.0% | Added |
| Pathstone Holdings, LLC | 62,936 | $784.3K | 0.00% | −62,936−50.0% | Reduced |
| Raymond James Financial Inc | 64,466 | $803.2K | 0.00% | +38,164+145.1% | Added |
| Capital Analysts, LLC | 70,323 | $876.0K | 0.03% | −6,855−8.9% | Reduced |
| Promethium Advisors,llc | 71,230 | $887.2K | 0.54% | −60,599−46.0% | Reduced |
| Atlas Wealth Partners, LLC | 77,163 | $960.0K | 1.11% | +9,800+14.5% | Added |
| Bessemer Group Inc | 96,021 | $1.20M | 0.00% | +94,021+4,701.1% | Added |
| BWM Planning, LLC | 103,725 | $1.29M | 0.45% | −672−0.6% | Reduced |
| JPMorgan Chase & Co | 104,298 | $1.30M | 0.00% | +99,829+2,233.8% | Added |
| Lido Advisors, LLC | 117,842 | $1.47M | 0.01% | −1,000−0.8% | Reduced |
| Beacon Pointe Advisors, LLC | 138,593 | $1.72M | 0.02% | +84+0.1% | Added |
| Citadel Advisors LLC | 142,059 | $1.77M | 0.00% | +87,495+160.4% | Added |
| Group One Trading, L.P. | 197,713 | $2.46M | 0.08% | +181,460+1,116.5% | Added |
| LPL Financial LLC | 235,797 | $2.94M | 0.00% | −986−0.4% | Reduced |
| Wells Fargo & Company | 245,398 | $3.06M | 0.00% | +884+0.4% | Added |
| Advisory Services Network, LLC | 246,391 | $3.30M | 0.05% | +188,807+327.9% | Added |
| Commonwealth Equity Services, LLC | 265,724 | $3.31M | 0.00% | +8,457+3.3% | Added |
| Morgan Stanley | 293,492 | $3.66M | 0.00% | +163,795+126.3% | Added |
| Hosking Partners LLP | 308,549 | $3.84M | 0.15% | +3,583+1.2% | Added |
| Moors & Cabot, Inc. | 530,208 | $6.61M | 0.31% | +22,915+4.5% | Added |
| Foundation Resource Management Inc | 643,257 | $8.01M | 1.24% | −4,615−0.7% | Reduced |
| Mad River Investors | 883,917 | $11.0M | 4.93% | +412,224+87.4% | Added |
| Schwartz Investment Counsel Inc | 1,449,709 | $18.0M | 0.59% | −37,193−2.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,839,825 | $72.8M | 0.86% | +1,705,498+41.3% | Added |
| SoftVest Advisors, LLC | 6,206,624 | $77.3M | 15.69% | +1,776,929+40.1% | Added |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −124,017−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −31,400−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −22,146−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −22,118−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −15,675−100.0% | Sold out |