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 2026 vs. Q1 2026
How the institutions holding Permian Basin Royalty Trust changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 96 | 2 | 100 | +6 |
| Shares | 20.1M | 240.4K | 20.2M | +288.3K (+1.5%) |
| Value | $432.8M | $5.17M | $504.8M | +$77.2M (+18.1%) |
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held Permian Basin Royalty Trust at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| PKS Advisory Services, LLC | 41,137 | $1.03M | 0.16% |
| XTX Topco Ltd | 33,346 | $835.0K | 0.01% |
| Caption Management, LLC | 12,663 | $317.1K | 0.01% |
| CIBC Bancorp USA Inc. | 10,144 | $254.0K | 0.00% |
| Foundations Investment Advisors, LLC | 9,950 | $249.1K | 0.00% |
| Ethos Financial Group, LLC | 8,500 | $247.7K | 0.02% |
| Reuter James Wealth Management, LLC | 9,271 | $232.1K | 0.03% |
| Toroso Investments, LLC | 8,441 | $211.4K | 0.00% |
| Post Resch Tallon Group Inc. | 8,402 | $210.4K | 0.15% |
| Argent Trust Co | 8,000 | $200.3K | 0.01% |
| United Financial Planning Group LLC | 1,000 | $25.0K | 0.01% |
| JNBA Financial Advisors | 579 | $14.5K | 0.00% |
| BOK Financial Private Wealth, Inc. | 490 | $12.3K | 0.00% |
| Allworth Financial LP | 300 | $7.51K | 0.00% |
| Buck Wealth Strategies, LLC | 100 | $2.50K | 0.00% |
Sold out (9)
Institutions that held Permian Basin Royalty Trust at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Hosking Partners LLP | 280,292 | $6.03M |
| Warren Averett Asset Management, LLC | 12,666 | $272.6K |
| Russell Investments Group, Ltd. | 8,039 | $173.0K |
| Golden State Wealth Management, LLC | 2,446 | $52.6K |
| Barclays PLC | 1,803 | $38.8K |
| Jones Financial Companies LLLP | 303 | $6.73K |
| McGuire Capital Advisors Inc | 47 | $1.01K |
| Farther Finance Advisors, LLC | 25 | $512 |
| Citigroup Inc | 10 | $215 |
Not filed for Q2 2026 yet (2)
Institutions that held Permian Basin Royalty Trust at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| MSRH, LLC | 240,342 | $5.17M |
| Sunbelt Securities, Inc. | 87 | $1.87K |