Permian Basin Royalty Trust
PBT- 交易所
- NYSE
- 產業
- Oil Royalty Traders
- SEC CIK
- 0000319654
近 90 天，Permian Basin Royalty Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 100 家機構在 13F 申報持有，市值合計 $5.05 億；沒有大師持有。
2026 年第 2 季 13F 持有人
Permian Basin Royalty Trust 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 100
- 較 2026 年第 1 季 +6 家
- 持有股數
- 2,016 萬
- 較 2026 年第 1 季 +28.8 萬 (+1.5%)
- 總市值
- $5.05 億
- 較 2026 年第 1 季 +$7,721 萬 (+18.1%)
- 新進機構
- 15
- 另有 29 家加碼
- 清倉機構
- 9
- 另有 25 家減碼
另有 2 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 PBT 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 100 | $5.05 億 |
| 2026 年第 1 季 | 96 | $4.33 億 |
| 2025 年第 4 季 | 103 | $3.46 億 |
| 2025 年第 3 季 | 95 | $3.57 億 |
| 2025 年第 2 季 | 95 | $2.41 億 |
| 2025 年第 1 季 | 94 | $1.48 億 |
| 2024 年第 4 季 | 97 | $1.60 億 |
| 2024 年第 3 季 | 87 | $1.60 億 |
| 2024 年第 2 季 | 81 | $1.47 億 |
| 2024 年第 1 季 | 81 | $1.57 億 |
| 2023 年第 4 季 | 79 | $1.88 億 |
| 2023 年第 3 季 | 87 | $2.84 億 |
| 2023 年第 2 季 | 86 | $3.26 億 |
| 2023 年第 1 季 | 82 | $3.22 億 |
| 2022 年第 4 季 | 77 | $3.13 億 |
| 2022 年第 3 季 | 77 | $1.88 億 |
| 2022 年第 2 季 | 61 | $1.73 億 |
| 2022 年第 1 季 | 61 | $1.14 億 |
| 2021 年第 4 季 | 56 | $7,378 萬 |
| 2021 年第 3 季 | 45 | $2,724 萬 |
| 2021 年第 2 季 | 48 | $2,505 萬 |
| 2021 年第 1 季 | 49 | $1,762 萬 |
2026 年第 2 季持有機構
每家機構持有 Permian Basin Royalty Trust 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 6,729,289 | $1.69 億 | 1.91% | +349,597+5.5% | 加碼 |
| SoftVest Advisors, LLC | 6,217,107 | $1.56 億 | 24.76% | 00.0% | 不變 |
| Mad River Investors | 1,005,152 | $2,517 萬 | 9.41% | +2,012+0.2% | 加碼 |
| Schwartz Investment Counsel Inc | 933,719 | $2,338 萬 | 0.78% | 00.0% | 不變 |
| Foundation Resource Management Inc | 626,331 | $1,568 萬 | 1.82% | −3,876−0.6% | 減碼 |
| Moors & Cabot, Inc. | 570,161 | $1,428 萬 | 0.56% | −18,481−3.1% | 減碼 |
| Commonwealth Equity Services, LLC | 424,229 | $1,062 萬 | 0.01% | +155,244+57.7% | 加碼 |
| HRT Financial LP | 276,005 | $691.1 萬 | 0.01% | +105,179+61.6% | 加碼 |
| Advisory Services Network, LLC | 249,595 | $625.0 萬 | 0.07% | −1,841−0.7% | 減碼 |
| Wells Fargo & Company | 219,718 | $550.2 萬 | 0.00% | −11,004−4.8% | 減碼 |
| Beacon Pointe Advisors, LLC | 213,303 | $534.1 萬 | 0.02% | +55,470+35.1% | 加碼 |
| SEI Investments Co | 211,000 | $528.3 萬 | 0.00% | −211,000−50.0% | 減碼 |
| Morgan Stanley | 206,151 | $516.2 萬 | 0.00% | −94,753−31.5% | 減碼 |
| Steel Peak Wealth Management LLC | 199,449 | $499.9 萬 | 0.13% | +8,346+4.4% | 加碼 |
| LPL Financial LLC | 197,716 | $495.1 萬 | 0.00% | −13,524−6.4% | 減碼 |
| Lido Advisors, LLC | 117,842 | $295.4 萬 | 0.01% | −4,195−3.4% | 減碼 |
| JPMorgan Chase & Co | 109,412 | $273.1 萬 | 0.00% | −17,200−13.6% | 減碼 |
| BWM Planning, LLC | 104,397 | $261.4 萬 | 0.61% | 00.0% | 不變 |
| Raymond James Financial Inc | 95,270 | $238.6 萬 | 0.00% | +11,086+13.2% | 加碼 |
| Atlas Wealth Partners, LLC | 82,241 | $206.1 萬 | 2.25% | +1,097+1.4% | 加碼 |
| Jane Street Group, LLC | 74,235 | $185.9 萬 | 0.00% | +51,995+233.8% | 加碼 |
| HighTower Advisors, LLC | 70,760 | $177.2 萬 | 0.00% | −828−1.2% | 減碼 |
| Promethium Advisors,llc | 68,298 | $171.2 萬 | 0.82% | 00.0% | 不變 |
| Bank of America Corp | 64,182 | $160.7 萬 | 0.00% | +12,795+24.9% | 加碼 |
| Pathstone Holdings, LLC | 62,940 | $157.6 萬 | 0.00% | +40.0% | 加碼 |
| Essex Financial Services, Inc. | 56,866 | $142.4 萬 | 0.07% | −611−1.1% | 減碼 |
| UBS Group AG | 55,058 | $137.9 萬 | 0.00% | +19,751+55.9% | 加碼 |
| MOR Wealth Management, LLC | 52,534 | $131.5 萬 | 0.52% | 00.0% | 不變 |
| Avondale Wealth Management | 46,330 | $116.0 萬 | 0.47% | −2,920−5.9% | 減碼 |
| Family Management Corp | 42,808 | $107.2 萬 | 0.11% | +21,060+96.8% | 加碼 |
| Fielder Capital Group LLC | 41,726 | $104.5 萬 | 0.23% | 00.0% | 不變 |
| PKS Advisory Services, LLC | 41,137 | $103.0 萬 | 0.16% | +41,137 | 新進 |
| Walleye Capital LLC | 40,394 | $101.1 萬 | 0.00% | +29,924+285.8% | 加碼 |
| EagleClaw Capital Managment, LLC | 36,600 | $91.6 萬 | 0.12% | +1,150+3.2% | 加碼 |
| Capital Analysts, LLC | 34,563 | $86.5 萬 | 0.02% | −23,020−40.0% | 減碼 |
| XTX Topco Ltd | 33,346 | $83.5 萬 | 0.01% | +33,346 | 新進 |
| Steward Partners Investment Advisory, LLC | 32,151 | $80.5 萬 | 0.00% | −66−0.2% | 減碼 |
| Captrust Financial Advisors | 26,892 | $67.3 萬 | 0.00% | 00.0% | 不變 |
| Beese Fulmer Investment Management, Inc. | 26,317 | $65.9 萬 | 0.04% | −3,300−11.1% | 減碼 |
| Fruth Investment Management | 25,400 | $63.6 萬 | 0.15% | 00.0% | 不變 |
| Financial Sense Advisors, Inc. | 25,051 | $62.7 萬 | 0.12% | +51+0.2% | 加碼 |
| Group One Trading, L.P. | 21,844 | $54.7 萬 | 0.02% | +17,168+367.2% | 加碼 |
| Royal Bank of Canada | 21,325 | $53.4 萬 | 0.00% | +13,800+183.4% | 加碼 |
| CI Private Wealth, LLC | 20,865 | $52.2 萬 | 0.00% | +1,974+10.4% | 加碼 |
| Ronald Blue Trust, Inc. | 20,420 | $51.1 萬 | 0.01% | 00.0% | 不變 |
| Resurgent Financial Advisors LLC | 20,000 | $50.1 萬 | 0.14% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 19,612 | $49.1 萬 | 0.00% | +30+0.2% | 加碼 |
| Welch Group, LLC | 19,298 | $48.3 萬 | 0.02% | 00.0% | 不變 |
| Ameriprise Financial Inc | 18,541 | $46.4 萬 | 0.00% | −1,294−6.5% | 減碼 |
| Capital Investment Advisors, LLC | 18,368 | $46.0 萬 | 0.01% | +10.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 16,645 | $43.6 萬 | 0.00% | +5,181+45.2% | 加碼 |
| Bradley Foster & Sargent Inc | 16,521 | $41.4 萬 | 0.01% | −549−3.2% | 減碼 |
| Kingswood Wealth Advisors, LLC | 14,774 | $37.0 萬 | 0.01% | +2,335+18.8% | 加碼 |
| Ironwood Financial, llc | 12,300 | $34.5 萬 | 0.05% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 13,173 | $33.0 萬 | 0.01% | −5,095−27.9% | 減碼 |
| Caption Management, LLC | 12,663 | $31.7 萬 | 0.01% | +12,663 | 新進 |
| First Financial Bankshares Inc | 12,000 | $30.0 萬 | 0.01% | 00.0% | 不變 |
| Quadrature Capital Ltd | 11,937 | $29.9 萬 | 0.00% | −78−0.6% | 減碼 |
| CIBC Bancorp USA Inc. | 10,144 | $25.4 萬 | 0.00% | +10,144 | 新進 |
| Clark Asset Management, LLC | 10,000 | $25.0 萬 | 0.02% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 9,950 | $24.9 萬 | 0.00% | +9,950 | 新進 |
| Ethos Financial Group, LLC | 8,500 | $24.8 萬 | 0.02% | +8,500 | 新進 |
| Reuter James Wealth Management, LLC | 9,271 | $23.2 萬 | 0.03% | +9,271 | 新進 |
| Toroso Investments, LLC | 8,441 | $21.1 萬 | 0.00% | +8,441 | 新進 |
| Post Resch Tallon Group Inc. | 8,402 | $21.0 萬 | 0.15% | +8,402 | 新進 |
| Argent Trust Co | 8,000 | $20.0 萬 | 0.01% | +8,000 | 新進 |
| Atlantic Union Bankshares Corp | 7,598 | $19.0 萬 | 0.00% | +30.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 5,912 | $14.8 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 3,851 | $9.64 萬 | 0.01% | −11,591−75.1% | 減碼 |
| GWM Advisors LLC | 3,493 | $8.75 萬 | 0.00% | +701+25.1% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,820 | $7.06 萬 | 0.01% | −17−0.6% | 減碼 |
| Simplex Trading, LLC | 2,664 | $6.67 萬 | 0.00% | +2,149+417.3% | 加碼 |
| CX Institutional | 2,109 | $5.30 萬 | 0.00% | +939+80.3% | 加碼 |
| Lummis Asset Management, LP | 1,850 | $4.63 萬 | 0.03% | 00.0% | 不變 |
| Access Investment Management LLC | 1,800 | $4.51 萬 | 0.01% | −1,200−40.0% | 減碼 |
| Signature Resources Capital Management, LLC | 1,800 | $4.51 萬 | 0.02% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,500 | $3.76 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 1,416 | $3.55 萬 | 0.00% | +1,329+1,527.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,262 | $3.16 萬 | 0.00% | −1,306−50.9% | 減碼 |
| Advisor Group Holdings, Inc. | 1,212 | $3.03 萬 | 0.00% | +50+4.3% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 1,000 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| United Financial Planning Group LLC | 1,000 | $2.50 萬 | 0.01% | +1,000 | 新進 |
| Smartleaf Asset Management LLC | 1,000 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| JNBA Financial Advisors | 579 | $1.45 萬 | 0.00% | +579 | 新進 |
| BOK Financial Private Wealth, Inc. | 490 | $1.23 萬 | 0.00% | +490 | 新進 |
| Webster Bank, N. A. | 417 | $1.04 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 387 | $9,690 | 0.00% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 384 | $9,615 | 0.00% | 00.0% | 不變 |
| WealthCollab, LLC | 324 | $8,113 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 300 | $7,512 | 0.00% | +300 | 新進 |
| SJS Investment Consulting Inc. | 201 | $5,036 | 0.00% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 200 | $5,008 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 200 | $5,008 | 0.00% | 00.0% | 不變 |
| PFS Partners, LLC | 200 | $5,008 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 200 | $4,974 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 189 | $4,733 | 0.00% | −11−5.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 147 | $3,681 | 0.00% | −1,093−88.1% | 減碼 |
| Buck Wealth Strategies, LLC | 100 | $2,504 | 0.00% | +100 | 新進 |
| TD Waterhouse Canada Inc. | 45 | $1,117 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 18 | $449 | 0.00% | 00.0% | 不變 |