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 4 季 13F 持有人
Permian Basin Royalty Trust 在 2025/12/31 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
- 103
- 較 2025 年第 3 季 +8 家
- 持有股數
- 2,036 萬
- 較 2025 年第 3 季 +81.5 萬 (+4.2%)
- 總市值
- $3.46 億
- 較 2025 年第 3 季 −$1,085 萬 (−3.0%)
- 新進機構
- 15
- 另有 30 家加碼
- 清倉機構
- 7
- 另有 19 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SoftVest Advisors, LLC | 6,217,107 | $1.06 億 | 23.74% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 6,187,800 | $1.05 億 | 1.42% | +88,751+1.5% | 加碼 |
| Mad River Investors | 986,819 | $1,676 萬 | 7.64% | +64,589+7.0% | 加碼 |
| Schwartz Investment Counsel Inc | 967,197 | $1,640 萬 | 0.57% | −17,475−1.8% | 減碼 |
| Foundation Resource Management Inc | 642,507 | $1,091 萬 | 1.46% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 585,746 | $994.6 萬 | 0.43% | +55,456+10.5% | 加碼 |
| Jane Street Group, LLC | 368,187 | $625.2 萬 | 0.01% | +105,788+40.3% | 加碼 |
| Hosking Partners LLP | 346,683 | $588.7 萬 | 0.20% | +39,230+12.8% | 加碼 |
| Commonwealth Equity Services, LLC | 259,314 | $440.3 萬 | 0.01% | −31,263−10.8% | 減碼 |
| Advisory Services Network, LLC | 246,549 | $418.6 萬 | 0.06% | +129+0.1% | 加碼 |
| Wells Fargo & Company | 240,538 | $408.4 萬 | 0.00% | −1,308−0.5% | 減碼 |
| MSRH, LLC | 239,040 | $405.9 萬 | 4.53% | +239,040 | 新進 |
| Citadel Advisors LLC | 234,748 | $398.6 萬 | 0.00% | −12,637−5.1% | 減碼 |
| LPL Financial LLC | 229,956 | $390.5 萬 | 0.00% | −3,748−1.6% | 減碼 |
| Morgan Stanley | 224,661 | $381.5 萬 | 0.00% | +78,727+53.9% | 加碼 |
| SEI Investments Co | 195,400 | $331.8 萬 | 0.00% | +195,400 | 新進 |
| Group One Trading, L.P. | 165,170 | $280.5 萬 | 0.08% | −9,810−5.6% | 減碼 |
| Lido Advisors, LLC | 122,523 | $224.4 萬 | 0.01% | +4,182+3.5% | 加碼 |
| Susquehanna International Group, LLP | 107,165 | $182.0 萬 | 0.00% | −10,949−9.3% | 減碼 |
| BWM Planning, LLC | 104,397 | $177.3 萬 | 0.47% | 00.0% | 不變 |
| JPMorgan Chase & Co | 101,084 | $171.6 萬 | 0.00% | +210+0.2% | 加碼 |
| Raymond James Financial Inc | 98,543 | $167.3 萬 | 0.00% | +12,579+14.6% | 加碼 |
| HRT Financial LP | 86,939 | $147.6 萬 | 0.00% | +73,371+540.8% | 加碼 |
| Atlas Wealth Partners, LLC | 83,989 | $142.6 萬 | 1.57% | −599−0.7% | 減碼 |
| HighTower Advisors, LLC | 71,697 | $121.7 萬 | 0.00% | +604+0.8% | 加碼 |
| Promethium Advisors,llc | 68,318 | $116.0 萬 | 0.63% | −100−0.1% | 減碼 |
| Pathstone Holdings, LLC | 62,936 | $106.9 萬 | 0.00% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 59,177 | $100.5 萬 | 0.06% | +30.0% | 加碼 |
| Bank of America Corp | 59,064 | $100.3 萬 | 0.00% | +28,201+91.4% | 加碼 |
| Simplex Trading, LLC | 59,028 | $100.2 萬 | 0.03% | +13,109+28.5% | 加碼 |
| Capital Analysts, LLC | 57,553 | $97.7 萬 | 0.03% | +3,170+5.8% | 加碼 |
| MOR Wealth Management, LLC | 52,534 | $89.2 萬 | 0.41% | +52,534 | 新進 |
| UBS Group AG | 49,370 | $83.8 萬 | 0.00% | −98,208−66.5% | 減碼 |
| Fielder Capital Group LLC | 48,218 | $81.9 萬 | 0.17% | 00.0% | 不變 |
| Avondale Wealth Management | 45,750 | $77.7 萬 | 0.40% | +31,250+215.5% | 加碼 |
| Beacon Pointe Advisors, LLC | 45,123 | $76.5 萬 | 0.01% | 00.0% | 不變 |
| State of Wyoming | 44,257 | $75.1 萬 | 0.08% | +11,383+34.6% | 加碼 |
| EagleClaw Capital Managment, LLC | 33,700 | $57.2 萬 | 0.08% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 33,144 | $56.2 萬 | 0.01% | −4,015−10.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 32,217 | $54.7 萬 | 0.00% | 00.0% | 不變 |
| Beese Fulmer Investment Management, Inc. | 31,917 | $54.2 萬 | 0.04% | 00.0% | 不變 |
| Captrust Financial Advisors | 29,542 | $50.2 萬 | 0.00% | −140−0.5% | 減碼 |
| Fruth Investment Management | 25,400 | $43.0 萬 | 0.12% | 00.0% | 不變 |
| Financial Sense Advisors, Inc. | 25,000 | $42.5 萬 | 0.08% | 00.0% | 不變 |
| Family Management Corp | 21,748 | $36.9 萬 | 0.05% | +7,001+47.5% | 加碼 |
| Ronald Blue Trust, Inc. | 20,420 | $34.7 萬 | 0.00% | −500−2.4% | 減碼 |
| Resurgent Financial Advisors LLC | 20,000 | $34.0 萬 | 0.17% | 00.0% | 不變 |
| Ameriprise Financial Inc | 19,685 | $33.4 萬 | 0.00% | −593−2.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 19,481 | $33.1 萬 | 0.00% | +51+0.3% | 加碼 |
| CI Private Wealth, LLC | 18,891 | $32.0 萬 | 0.00% | +51+0.3% | 加碼 |
| Capital Investment Advisors, LLC | 18,366 | $31.1 萬 | 0.00% | +30.0% | 加碼 |
| Ingalls & Snyder LLC | 18,268 | $31.0 萬 | 0.01% | −2,000−9.9% | 減碼 |
| State Street Corp | 17,965 | $30.5 萬 | 0.00% | −131−0.7% | 減碼 |
| Welch Group, LLC | 17,798 | $30.2 萬 | 0.01% | 00.0% | 不變 |
| SCS Capital Management LLC | 17,295 | $29.4 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 14,208 | $24.1 萬 | 0.00% | −2,570−15.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 13,198 | $23.5 萬 | 0.00% | +182+1.4% | 加碼 |
| XTX Topco Ltd | 13,541 | $23.0 萬 | 0.01% | +13,541 | 新進 |
| Ironwood Financial, llc | 12,300 | $21.7 萬 | 0.04% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 12,666 | $21.5 萬 | 0.00% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 12,439 | $21.1 萬 | 0.01% | +12,439 | 新進 |
| Walleye Capital LLC | 12,415 | $21.1 萬 | 0.00% | +12,415 | 新進 |
| First Financial Bankshares Inc | 12,000 | $20.4 萬 | 0.00% | 00.0% | 不變 |
| Clark Asset Management, LLC | 10,000 | $17.0 萬 | 0.02% | 00.0% | 不變 |
| Royal Bank of Canada | 9,802 | $16.6 萬 | 0.00% | +558+6.0% | 加碼 |
| Russell Investments Group, Ltd. | 9,354 | $15.9 萬 | 0.00% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 7,591 | $12.9 萬 | 0.00% | +9+0.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 5,912 | $10.0 萬 | 0.00% | 00.0% | 不變 |
| Access Investment Management LLC | 4,000 | $7.30 萬 | 0.02% | 00.0% | 不變 |
| GWM Advisors LLC | 2,791 | $4.74 萬 | 0.00% | −972−25.8% | 減碼 |
| Golden State Wealth Management, LLC | 2,446 | $4.15 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,124 | $3.61 萬 | 0.00% | +335+18.7% | 加碼 |
| Advisor Group Holdings, Inc. | 2,022 | $3.43 萬 | 0.00% | −511−20.2% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,953 | $3.31 萬 | 0.00% | +1,953 | 新進 |
| Lummis Asset Management, LP | 1,850 | $3.14 萬 | 0.02% | 00.0% | 不變 |
| Signature Resources Capital Management, LLC | 1,800 | $3.05 萬 | 0.02% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 1,634 | $2.77 萬 | 0.00% | +1,634 | 新進 |
| Geneos Wealth Management Inc. | 1,500 | $2.55 萬 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 1,385 | $2.35 萬 | 0.01% | +1,385 | 新進 |
| Principia Wealth Advisory, LLC | 1,333 | $2.26 萬 | 0.01% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 1,292 | $2.20 萬 | 0.02% | +1,292 | 新進 |
| Alerus Financial NA | 1,000 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Garton & Associates Financial Advisors LLC | 617 | $1.05 萬 | 0.01% | +617 | 新進 |
| BNP Paribas Arbitrage, SA | 450 | $7,641 | 0.00% | +416+1,223.5% | 加碼 |
| Medallion Wealth Advisors, LLC | 384 | $6,513 | 0.00% | 00.0% | 不變 |
| WealthCollab, LLC | 371 | $6,293 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 334 | $5,661 | 0.00% | +1+0.3% | 加碼 |
| Country Trust Bank | 300 | $5,094 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 282 | $4,788 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 273 | $4,636 | 0.00% | +273 | 新進 |
| Fortis Group Advisors, LLC | 200 | $3,396 | 0.00% | 00.0% | 不變 |
| PFS Partners, LLC | 200 | $3,396 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 200 | $3,396 | 0.00% | +200 | 新進 |
| CoreCap Advisors, LLC | 200 | $3,392 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 142 | $2,411 | 0.00% | 00.0% | 不變 |
| Winnow Wealth LLC | 135 | $2,295 | 0.00% | +6+4.7% | 加碼 |
| Signaturefd, LLC | 87 | $1,476 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 87 | $1,473 | 0.00% | +1+1.2% | 加碼 |
| BlackRock, Inc. | 50 | $849 | 0.00% | +50 | 新進 |
| TD Waterhouse Canada Inc. | 45 | $763 | 0.00% | 00.0% | 不變 |