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 3 季 13F 持有人
Permian Basin Royalty Trust 在 2025/9/30 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
- 95
- 較 2025 年第 2 季 0 家
- 持有股數
- 1,955 萬
- 較 2025 年第 2 季 +23.0 萬 (+1.2%)
- 總市值
- $3.57 億
- 較 2025 年第 2 季 +$1.16 億 (+48.1%)
- 新進機構
- 11
- 另有 36 家加碼
- 清倉機構
- 11
- 另有 20 家減碼
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 3 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SoftVest Advisors, LLC | 6,217,107 | $1.13 億 | 23.59% | +10,483+0.2% | 加碼 |
| Horizon Kinetics Asset Management LLC | 6,099,049 | $1.11 億 | 1.36% | +259,224+4.4% | 加碼 |
| Schwartz Investment Counsel Inc | 984,672 | $1,798 萬 | 0.60% | −465,037−32.1% | 減碼 |
| Mad River Investors | 922,230 | $1,683 萬 | 7.21% | +38,313+4.3% | 加碼 |
| Foundation Resource Management Inc | 642,507 | $1,173 萬 | 1.68% | −750−0.1% | 減碼 |
| Moors & Cabot, Inc. | 530,290 | $967.8 萬 | 0.42% | +820.0% | 加碼 |
| Hosking Partners LLP | 307,453 | $561.1 萬 | 0.20% | −1,096−0.4% | 減碼 |
| Commonwealth Equity Services, LLC | 290,577 | $530.3 萬 | 0.01% | +24,853+9.4% | 加碼 |
| Jane Street Group, LLC | 262,399 | $478.9 萬 | 0.01% | +216,064+466.3% | 加碼 |
| Citadel Advisors LLC | 247,385 | $451.5 萬 | 0.00% | +105,326+74.1% | 加碼 |
| Advisory Services Network, LLC | 246,420 | $449.7 萬 | 0.07% | +290.0% | 加碼 |
| Wells Fargo & Company | 241,846 | $441.4 萬 | 0.00% | −3,552−1.4% | 減碼 |
| LPL Financial LLC | 233,704 | $426.5 萬 | 0.00% | −2,093−0.9% | 減碼 |
| Group One Trading, L.P. | 174,980 | $319.3 萬 | 0.10% | −22,733−11.5% | 減碼 |
| UBS Group AG | 147,578 | $269.3 萬 | 0.00% | +92,936+170.1% | 加碼 |
| Morgan Stanley | 145,934 | $266.3 萬 | 0.00% | −147,558−50.3% | 減碼 |
| Lido Advisors, LLC | 118,341 | $217.3 萬 | 0.01% | +499+0.4% | 加碼 |
| Susquehanna International Group, LLP | 118,114 | $215.6 萬 | 0.00% | +118,114 | 新進 |
| BWM Planning, LLC | 104,397 | $190.5 萬 | 0.57% | +672+0.6% | 加碼 |
| JPMorgan Chase & Co | 100,874 | $184.1 萬 | 0.00% | −3,424−3.3% | 減碼 |
| Bessemer Group Inc | 96,021 | $175.2 萬 | 0.00% | 00.0% | 不變 |
| Raymond James Financial Inc | 85,964 | $156.9 萬 | 0.00% | +21,498+33.3% | 加碼 |
| Atlas Wealth Partners, LLC | 84,588 | $155.4 萬 | 1.59% | +7,425+9.6% | 加碼 |
| HighTower Advisors, LLC | 71,093 | $129.8 萬 | 0.00% | +30,556+75.4% | 加碼 |
| Promethium Advisors,llc | 68,418 | $125.7 萬 | 0.72% | −2,812−3.9% | 減碼 |
| Pathstone Holdings, LLC | 62,936 | $114.9 萬 | 0.00% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 59,174 | $108.0 萬 | 0.06% | 00.0% | 不變 |
| Capital Analysts, LLC | 54,383 | $99.2 萬 | 0.03% | −15,940−22.7% | 減碼 |
| Fielder Capital Group LLC | 48,218 | $88.0 萬 | 0.20% | 00.0% | 不變 |
| Simplex Trading, LLC | 45,919 | $83.8 萬 | 0.02% | +35,535+342.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 45,123 | $82.4 萬 | 0.01% | −93,470−67.4% | 減碼 |
| Bradley Foster & Sargent Inc | 37,159 | $67.9 萬 | 0.01% | −7,816−17.4% | 減碼 |
| EagleClaw Capital Managment, LLC | 33,700 | $61.5 萬 | 0.09% | −2,000−5.6% | 減碼 |
| State of Wyoming | 32,874 | $60.0 萬 | 0.07% | +4,659+16.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 32,217 | $58.8 萬 | 0.00% | +1,322+4.3% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 31,917 | $58.3 萬 | 0.04% | 00.0% | 不變 |
| Bank of America Corp | 30,863 | $56.3 萬 | 0.00% | +17,826+136.7% | 加碼 |
| Kapitalo Investimentos Ltda | 30,677 | $56.0 萬 | 0.10% | +18,916+160.8% | 加碼 |
| Captrust Financial Advisors | 29,682 | $54.2 萬 | 0.00% | +1,000+3.5% | 加碼 |
| Fruth Investment Management | 25,400 | $46.3 萬 | 0.13% | 00.0% | 不變 |
| Financial Sense Advisors, Inc. | 25,000 | $45.6 萬 | 0.08% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 20,920 | $38.2 萬 | 0.00% | +500+2.4% | 加碼 |
| Ameriprise Financial Inc | 20,278 | $37.0 萬 | 0.00% | +3,093+18.0% | 加碼 |
| Ingalls & Snyder LLC | 20,268 | $37.0 萬 | 0.01% | 00.0% | 不變 |
| Resurgent Financial Advisors LLC | 20,000 | $36.5 萬 | 0.18% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 19,430 | $35.5 萬 | 0.00% | −840−4.1% | 減碼 |
| CI Private Wealth, LLC | 18,840 | $34.4 萬 | 0.00% | +18,840 | 新進 |
| Capital Investment Advisors, LLC | 18,363 | $33.5 萬 | 0.01% | +10.0% | 加碼 |
| State Street Corp | 18,096 | $33.2 萬 | 0.00% | −550−2.9% | 減碼 |
| Welch Group, LLC | 17,798 | $32.5 萬 | 0.01% | 00.0% | 不變 |
| SCS Capital Management LLC | 17,295 | $31.8 萬 | 0.00% | +17,295 | 新進 |
| Creative Planning | 16,778 | $30.6 萬 | 0.00% | +1,783+11.9% | 加碼 |
| Family Management Corp | 14,747 | $26.9 萬 | 0.04% | +2,124+16.8% | 加碼 |
| Avondale Wealth Management | 14,500 | $26.5 萬 | 0.14% | +7,000+93.3% | 加碼 |
| HRT Financial LP | 13,568 | $24.7 萬 | 0.00% | +13,568 | 新進 |
| Warren Averett Asset Management, LLC | 12,666 | $23.1 萬 | 0.00% | 00.0% | 不變 |
| Ironwood Financial, llc | 12,300 | $22.5 萬 | 0.04% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 13,016 | $22.2 萬 | 0.00% | +1,574+13.8% | 加碼 |
| First Financial Bankshares Inc | 12,000 | $21.9 萬 | 0.00% | 00.0% | 不變 |
| Clark Asset Management, LLC | 10,000 | $18.3 萬 | 0.02% | 00.0% | 不變 |
| Virtus Investment Advisers, Inc. | 9,597 | $17.5 萬 | 0.05% | −4,772−33.2% | 減碼 |
| Russell Investments Group, Ltd. | 9,354 | $17.1 萬 | 0.00% | −2,778−22.9% | 減碼 |
| Royal Bank of Canada | 9,244 | $16.8 萬 | 0.00% | +2,832+44.2% | 加碼 |
| Atlantic Union Bankshares Corp | 7,582 | $13.8 萬 | 0.00% | +1,058+16.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 5,912 | $10.8 萬 | 0.00% | 00.0% | 不變 |
| Access Investment Management LLC | 4,000 | $7.30 萬 | 0.02% | −1,178−22.8% | 減碼 |
| GWM Advisors LLC | 3,763 | $6.87 萬 | 0.00% | +10.0% | 加碼 |
| Golden State Wealth Management, LLC | 2,446 | $4.46 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 2,533 | $4.34 萬 | 0.00% | +157+6.6% | 加碼 |
| Foster Dykema Cabot & Partners, LLC | 2,193 | $4.03 萬 | 0.00% | +2,193 | 新進 |
| Lummis Asset Management, LP | 1,850 | $3.38 萬 | 0.02% | 00.0% | 不變 |
| Signature Resources Capital Management, LLC | 1,800 | $3.29 萬 | 0.02% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,789 | $3.27 萬 | 0.00% | +1,729+2,881.7% | 加碼 |
| Geneos Wealth Management Inc. | 1,500 | $2.74 萬 | 0.00% | +1,500 | 新進 |
| Principia Wealth Advisory, LLC | 1,333 | $2.43 萬 | 0.02% | 00.0% | 不變 |
| Alerus Financial NA | 1,000 | $1.82 萬 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 890 | $1.62 萬 | 0.00% | +140+18.7% | 加碼 |
| Medallion Wealth Advisors, LLC | 384 | $7,012 | 0.00% | 00.0% | 不變 |
| WealthCollab, LLC | 371 | $6,775 | 0.00% | +210+130.4% | 加碼 |
| SJS Investment Consulting Inc. | 333 | $6,083 | 0.00% | −109−24.7% | 減碼 |
| Country Trust Bank | 300 | $5,475 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 282 | $5,147 | 0.00% | −17−5.7% | 減碼 |
| CoreCap Advisors, LLC | 200 | $3,652 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 200 | $3,651 | 0.00% | +100+100.0% | 加碼 |
| Fortis Group Advisors, LLC | 200 | $3,650 | 0.00% | 00.0% | 不變 |
| PFS Partners, LLC | 200 | $3,650 | 0.00% | +200 | 新進 |
| Assetmark, Inc | 142 | $2,592 | 0.00% | 00.0% | 不變 |
| Winnow Wealth LLC | 129 | $2,451 | 0.00% | +129 | 新進 |
| Signaturefd, LLC | 87 | $1,589 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 86 | $1,570 | 0.00% | +1+1.2% | 加碼 |
| TD Waterhouse Canada Inc. | 45 | $824 | 0.00% | +45 | 新進 |
| BNP Paribas Arbitrage, SA | 34 | $620 | 0.00% | +34 | 新進 |
| Farther Finance Advisors, LLC | 25 | $456 | 0.00% | +25 | 新進 |
| Wolff Wiese Magana LLC | 18 | $328 | 0.00% | 00.0% | 不變 |
| Anfield Capital Management, LLC | 7 | $128 | 0.00% | 00.0% | 不變 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −18,597−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −15,727−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,052−100.0% | 清倉 |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −12,385−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −9,143−100.0% | 清倉 |