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.
Q4 2025 vs. Q3 2025
How the institutions holding Permian Basin Royalty Trust changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Q4 2025 | Change |
|---|---|---|---|
| Holders | 95 | 103 | +8 |
| Shares | 19.5M | 20.4M | +815.0K (+4.2%) |
| Value | $356.8M | $345.9M | −$10.9M (−3.0%) |
New holders (15)
Institutions that held Permian Basin Royalty Trust at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| MSRH, LLC | 239,040 | $4.06M | 4.53% |
| SEI Investments Co | 195,400 | $3.32M | 0.00% |
| MOR Wealth Management, LLC | 52,534 | $892.0K | 0.41% |
| XTX Topco Ltd | 13,541 | $229.9K | 0.01% |
| Kingswood Wealth Advisors, LLC | 12,439 | $211.0K | 0.01% |
| Walleye Capital LLC | 12,415 | $210.8K | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 1,953 | $33.1K | 0.00% |
| Kestra Advisory Services, LLC | 1,634 | $27.7K | 0.00% |
| Caitong International Asset Management Co., Ltd | 1,385 | $23.5K | 0.01% |
| Eagle Bay Advisors LLC | 1,292 | $22.0K | 0.02% |
| Garton & Associates Financial Advisors LLC | 617 | $10.5K | 0.01% |
| Barclays PLC | 273 | $4.64K | 0.00% |
| International Assets Investment Management, LLC | 200 | $3.40K | 0.00% |
| BlackRock, Inc. | 50 | $849 | 0.00% |
| McGuire Capital Advisors Inc | 2 | $34 | 0.00% |
Sold out (7)
Institutions that held Permian Basin Royalty Trust at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Bessemer Group Inc | 96,021 | $1.75M |
| Kapitalo Investimentos Ltda | 30,677 | $559.9K |
| Virtus Investment Advisers, Inc. | 9,597 | $175.1K |
| Foster Dykema Cabot & Partners, LLC | 2,193 | $40.3K |
| Manchester Capital Management LLC | 890 | $16.2K |
| Global Retirement Partners, LLC | 200 | $3.65K |
| Anfield Capital Management, LLC | 7 | $128 |