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。
2025 年第 1 季 13F 持有人
Permian Basin Royalty Trust 在 2025/3/31 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
- 94
- 較 2024 年第 4 季 +1 家
- 持有股數
- 1,493 萬
- 較 2024 年第 4 季 +50.2 萬 (+3.5%)
- 總市值
- $1.48 億
- 較 2024 年第 4 季 −$1,191 萬 (−7.5%)
- 新進機構
- 10
- 另有 30 家加碼
- 清倉機構
- 9
- 另有 23 家減碼
另有 4 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SoftVest Advisors, LLC | 4,429,695 | $4,390 萬 | 7.77% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 4,134,327 | $4,097 萬 | 0.46% | +188,244+4.8% | 加碼 |
| Schwartz Investment Counsel Inc | 1,486,902 | $1,468 萬 | 0.50% | +100,000+7.2% | 加碼 |
| Foundation Resource Management Inc | 647,872 | $642.0 萬 | 1.01% | −14,669−2.2% | 減碼 |
| Moors & Cabot, Inc. | 507,293 | $502.7 萬 | 0.26% | −86,928−14.6% | 減碼 |
| Mad River Investors | 471,693 | $467.4 萬 | 1.98% | +225,400+91.5% | 加碼 |
| Hosking Partners LLP | 304,966 | $302.2 萬 | 0.13% | −2,585−0.8% | 減碼 |
| Commonwealth Equity Services, LLC | 257,267 | $255.0 萬 | 0.00% | +36,740+16.7% | 加碼 |
| Wells Fargo & Company | 244,514 | $242.3 萬 | 0.00% | +11,021+4.7% | 加碼 |
| LPL Financial LLC | 236,783 | $234.7 萬 | 0.00% | −55,262−18.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 138,509 | $136.7 萬 | 0.02% | −415−0.3% | 減碼 |
| Promethium Advisors,llc | 131,829 | $130.6 萬 | 0.84% | +41,797+46.4% | 加碼 |
| Morgan Stanley | 129,697 | $128.5 萬 | 0.00% | −16,247−11.1% | 減碼 |
| Pathstone Holdings, LLC | 125,872 | $124.7 萬 | 0.01% | +62,820+99.6% | 加碼 |
| Lido Advisors, LLC | 118,842 | $118.0 萬 | 0.01% | +4,200+3.7% | 加碼 |
| Ofi Invest Asset Management | 124,017 | $113.8 萬 | 0.03% | 00.0% | 不變 |
| BWM Planning, LLC | 104,397 | $103.5 萬 | 0.44% | 00.0% | 不變 |
| Capital Analysts, LLC | 77,178 | $76.5 萬 | 0.03% | −740−0.9% | 減碼 |
| UBS Group AG | 67,788 | $67.2 萬 | 0.00% | +7,959+13.3% | 加碼 |
| Atlas Wealth Partners, LLC | 67,363 | $66.6 萬 | 0.82% | +1,265+1.9% | 加碼 |
| Lazard Asset Management LLC | 66,438 | $65.8 萬 | 0.00% | +10,170+18.1% | 加碼 |
| Simplex Trading, LLC | 63,679 | $63.1 萬 | 0.02% | +41,817+191.3% | 加碼 |
| Essex Financial Services, Inc. | 59,172 | $58.6 萬 | 0.04% | −1,754−2.9% | 減碼 |
| Advisory Services Network, LLC | 57,584 | $57.1 萬 | 0.01% | +57,584 | 新進 |
| Citadel Advisors LLC | 54,564 | $54.1 萬 | 0.00% | −14,318−20.8% | 減碼 |
| Fielder Capital Group LLC | 48,218 | $47.8 萬 | 0.14% | 00.0% | 不變 |
| Napatree Capital LLC | 46,273 | $45.7 萬 | 0.26% | +23,710+105.1% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 33,217 | $32.8 萬 | 0.03% | 00.0% | 不變 |
| EagleClaw Capital Managment, LLC | 31,700 | $31.4 萬 | 0.05% | −3,000−8.6% | 減碼 |
| Susquehanna International Group, LLP | 31,400 | $31.1 萬 | 0.00% | −1,087−3.3% | 減碼 |
| State of Wyoming | 31,113 | $30.8 萬 | 0.04% | +13,105+72.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 30,854 | $30.6 萬 | 0.00% | +1,387+4.7% | 加碼 |
| Avondale Wealth Management | 29,000 | $28.7 萬 | 0.18% | +10,000+52.6% | 加碼 |
| HighTower Advisors, LLC | 28,981 | $28.7 萬 | 0.00% | −184−0.6% | 減碼 |
| Captrust Financial Advisors | 28,682 | $28.4 萬 | 0.00% | 00.0% | 不變 |
| Raymond James Financial Inc | 26,302 | $26.1 萬 | 0.00% | −29,878−53.2% | 減碼 |
| Fruth Investment Management | 25,400 | $25.0 萬 | 0.07% | 00.0% | 不變 |
| Financial Sense Advisors, Inc. | 25,000 | $24.8 萬 | 0.07% | +5,000+25.0% | 加碼 |
| Qube Research & Technologies Ltd | 22,146 | $21.9 萬 | 0.00% | +3,059+16.0% | 加碼 |
| Kingswood Wealth Advisors, LLC | 22,118 | $21.8 萬 | 0.02% | −12,682−36.4% | 減碼 |
| Ronald Blue Trust, Inc. | 20,420 | $20.2 萬 | 0.00% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 20,268 | $20.1 萬 | 0.01% | 00.0% | 不變 |
| Resurgent Financial Advisors LLC | 20,000 | $19.8 萬 | 0.12% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 18,860 | $18.6 萬 | 0.00% | −898−4.5% | 減碼 |
| Welch Group, LLC | 18,200 | $18.0 萬 | 0.01% | +7,384+68.3% | 加碼 |
| State Street Corp | 17,678 | $17.6 萬 | 0.00% | +2,924+19.8% | 加碼 |
| Group One Trading, L.P. | 16,253 | $16.1 萬 | 0.01% | +16,253 | 新進 |
| Apollon Wealth Management, LLC | 15,675 | $15.5 萬 | 0.00% | +286+1.9% | 加碼 |
| Pekin Hardy Strauss, Inc. | 15,500 | $15.4 萬 | 0.02% | +2,500+19.2% | 加碼 |
| PFG Investments, LLC | 14,070 | $13.9 萬 | 0.01% | 00.0% | 不變 |
| Ameriprise Financial Inc | 13,972 | $13.8 萬 | 0.00% | +2,284+19.5% | 加碼 |
| Virtus Investment Advisers, Inc. | 13,420 | $13.3 萬 | 0.04% | +13,420 | 新進 |
| Creative Planning | 13,092 | $13.0 萬 | 0.00% | −98−0.7% | 減碼 |
| Warren Averett Asset Management, LLC | 12,666 | $12.5 萬 | 0.00% | 00.0% | 不變 |
| Ironwood Financial, llc | 12,300 | $12.2 萬 | 0.03% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 12,132 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 11,980 | $11.9 萬 | 0.00% | −8,745−42.2% | 減碼 |
| First Financial Bankshares Inc | 12,000 | $11.9 萬 | 0.00% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 11,442 | $11.3 萬 | 0.00% | −86−0.7% | 減碼 |
| Stratos Wealth Partners, LTD. | 10,650 | $10.6 萬 | 0.00% | −286−2.6% | 減碼 |
| Bank of America Corp | 10,268 | $10.2 萬 | 0.00% | −10,849−51.4% | 減碼 |
| Sandy Spring Bank | 6,524 | $6.47 萬 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 6,335 | $6.28 萬 | 0.01% | +6,250+7,352.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 5,912 | $5.86 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 5,375 | $5.30 萬 | 0.00% | −3,050−36.2% | 減碼 |
| JPMorgan Chase & Co | 4,469 | $4.43 萬 | 0.00% | −313−6.5% | 減碼 |
| Advisor Group Holdings, Inc. | 2,678 | $2.65 萬 | 0.00% | +400+17.6% | 加碼 |
| GWM Advisors LLC | 2,458 | $2.44 萬 | 0.00% | +736+42.7% | 加碼 |
| Golden State Wealth Management, LLC | 2,446 | $2.42 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 2,000 | $2.00 萬 | 0.00% | +2,000 | 新進 |
| Lummis Asset Management, LP | 1,850 | $1.83 萬 | 0.01% | 00.0% | 不變 |
| Signature Resources Capital Management, LLC | 1,800 | $1.78 萬 | 0.02% | 00.0% | 不變 |
| Principia Wealth Advisory, LLC | 1,333 | $1.27 萬 | 0.01% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 1,000 | $9,910 | 0.00% | +1,000 | 新進 |
| Tower Research Capital LLC (TRC) | 938 | $9,296 | 0.00% | +634+208.6% | 加碼 |
| Manchester Capital Management LLC | 750 | $7,433 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 750 | $7,403 | 0.00% | 00.0% | 不變 |
| Winnow Wealth LLC | 565 | $5,593 | 0.01% | +85+17.7% | 加碼 |
| Vermillion Wealth Management, Inc. | 508 | $5,013 | 0.00% | +3+0.6% | 加碼 |
| Bokf, NA | 462 | $4,578 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 439 | $4,338 | 0.00% | +2+0.5% | 加碼 |
| Caitong International Asset Management Co., Ltd | 393 | $3,895 | 0.00% | +393 | 新進 |
| Medallion Wealth Advisors, LLC | 384 | $3,882 | 0.00% | 00.0% | 不變 |
| US Bancorp | 300 | $2,973 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 299 | $2,963 | 0.00% | −435−59.3% | 減碼 |
| Fortis Group Advisors, LLC | 200 | $1,982 | 0.00% | 00.0% | 不變 |
| WealthCollab, LLC | 161 | $1,590 | 0.00% | +161 | 新進 |
| Fifth Third Bancorp | 87 | $862 | 0.00% | +87 | 新進 |
| Signaturefd, LLC | 87 | $859 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 86 | $857 | 0.00% | 00.0% | 不變 |
| BankPlus Trust Department | 12 | $119 | 0.00% | 00.0% | 不變 |
| Anfield Capital Management, LLC | 7 | $69 | 0.00% | 00.0% | 不變 |
| BlackRock, Inc. | 5 | $50 | 0.00% | +5 | 新進 |
| FMR LLC | 3 | $28 | 0.00% | +3 | 新進 |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −49,947−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −42,885−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −22,645−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −11,465−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −5,586−100.0% | 清倉 |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |