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 1 季 13F 持有人
Permian Basin Royalty Trust 在 2026/3/31 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
- 96
- 較 2025 年第 4 季 −7 家
- 持有股數
- 2,011 萬
- 較 2025 年第 4 季 −25.5 萬 (−1.3%)
- 總市值
- $4.33 億
- 較 2025 年第 4 季 +$8,683 萬 (+25.1%)
- 新進機構
- 8
- 另有 26 家加碼
- 清倉機構
- 15
- 另有 30 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 6,379,692 | $1.37 億 | 1.49% | +191,892+3.1% | 加碼 |
| SoftVest Advisors, LLC | 6,217,107 | $1.34 億 | 20.74% | 00.0% | 不變 |
| Mad River Investors | 1,003,140 | $2,159 萬 | 7.79% | +16,321+1.7% | 加碼 |
| Schwartz Investment Counsel Inc | 933,719 | $2,009 萬 | 0.71% | −33,478−3.5% | 減碼 |
| Foundation Resource Management Inc | 630,207 | $1,356 萬 | 1.53% | −12,300−1.9% | 減碼 |
| Moors & Cabot, Inc. | 588,642 | $1,267 萬 | 0.54% | +2,896+0.5% | 加碼 |
| SEI Investments Co | 422,000 | $908.1 萬 | 0.01% | +226,600+116.0% | 加碼 |
| Morgan Stanley | 300,904 | $647.5 萬 | 0.00% | +76,243+33.9% | 加碼 |
| Hosking Partners LLP | 280,292 | $603.2 萬 | 0.22% | −66,391−19.2% | 減碼 |
| Commonwealth Equity Services, LLC | 268,985 | $578.9 萬 | 0.01% | +9,671+3.7% | 加碼 |
| Advisory Services Network, LLC | 251,436 | $541.1 萬 | 0.07% | +4,887+2.0% | 加碼 |
| MSRH, LLC | 240,342 | $517.2 萬 | 4.58% | +1,302+0.5% | 加碼 |
| Wells Fargo & Company | 230,722 | $496.5 萬 | 0.00% | −9,816−4.1% | 減碼 |
| LPL Financial LLC | 211,240 | $454.6 萬 | 0.00% | −18,716−8.1% | 減碼 |
| Steel Peak Wealth Management LLC | 191,103 | $411.5 萬 | 0.13% | +191,103 | 新進 |
| HRT Financial LP | 170,826 | $367.6 萬 | 0.01% | +83,887+96.5% | 加碼 |
| Beacon Pointe Advisors, LLC | 157,833 | $339.7 萬 | 0.02% | +112,710+249.8% | 加碼 |
| JPMorgan Chase & Co | 126,612 | $275.9 萬 | 0.00% | +25,528+25.3% | 加碼 |
| Lido Advisors, LLC | 122,037 | $262.8 萬 | 0.01% | −486−0.4% | 減碼 |
| BWM Planning, LLC | 104,397 | $224.7 萬 | 0.59% | 00.0% | 不變 |
| Raymond James Financial Inc | 84,184 | $181.2 萬 | 0.00% | −14,359−14.6% | 減碼 |
| Atlas Wealth Partners, LLC | 81,144 | $174.7 萬 | 1.80% | −2,845−3.4% | 減碼 |
| HighTower Advisors, LLC | 71,588 | $154.1 萬 | 0.00% | −109−0.2% | 減碼 |
| Promethium Advisors,llc | 68,298 | $147.1 萬 | 0.76% | −200.0% | 減碼 |
| Pathstone Holdings, LLC | 62,936 | $135.4 萬 | 0.01% | 00.0% | 不變 |
| Capital Analysts, LLC | 57,583 | $123.9 萬 | 0.03% | +30+0.1% | 加碼 |
| Essex Financial Services, Inc. | 57,477 | $123.7 萬 | 0.07% | −1,700−2.9% | 減碼 |
| MOR Wealth Management, LLC | 52,534 | $113.1 萬 | 0.52% | 00.0% | 不變 |
| Bank of America Corp | 51,387 | $110.6 萬 | 0.00% | −7,677−13.0% | 減碼 |
| Avondale Wealth Management | 49,250 | $106.0 萬 | 0.52% | +3,500+7.7% | 加碼 |
| Fielder Capital Group LLC | 41,726 | $89.8 萬 | 0.20% | −6,492−13.5% | 減碼 |
| EagleClaw Capital Managment, LLC | 35,450 | $76.3 萬 | 0.11% | +1,750+5.2% | 加碼 |
| UBS Group AG | 35,307 | $76.0 萬 | 0.00% | −14,063−28.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 32,217 | $69.3 萬 | 0.00% | 00.0% | 不變 |
| Beese Fulmer Investment Management, Inc. | 29,617 | $63.8 萬 | 0.04% | −2,300−7.2% | 減碼 |
| Captrust Financial Advisors | 26,892 | $57.9 萬 | 0.00% | −2,650−9.0% | 減碼 |
| Fruth Investment Management | 25,400 | $54.6 萬 | 0.14% | 00.0% | 不變 |
| Financial Sense Advisors, Inc. | 25,000 | $53.8 萬 | 0.11% | 00.0% | 不變 |
| Jane Street Group, LLC | 22,240 | $47.9 萬 | 0.00% | −345,947−94.0% | 減碼 |
| Family Management Corp | 21,748 | $46.8 萬 | 0.06% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 20,420 | $43.9 萬 | 0.01% | 00.0% | 不變 |
| Resurgent Financial Advisors LLC | 20,000 | $43.0 萬 | 0.16% | 00.0% | 不變 |
| Ameriprise Financial Inc | 19,835 | $42.7 萬 | 0.00% | +150+0.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 19,582 | $42.1 萬 | 0.00% | +101+0.5% | 加碼 |
| Welch Group, LLC | 19,298 | $41.5 萬 | 0.02% | +1,500+8.4% | 加碼 |
| CI Private Wealth, LLC | 18,891 | $40.7 萬 | 0.00% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 18,367 | $39.5 萬 | 0.01% | +10.0% | 加碼 |
| Ingalls & Snyder LLC | 18,268 | $39.3 萬 | 0.01% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 17,070 | $36.7 萬 | 0.01% | −16,074−48.5% | 減碼 |
| State of Wyoming | 15,442 | $33.2 萬 | 0.04% | −28,815−65.1% | 減碼 |
| Warren Averett Asset Management, LLC | 12,666 | $27.3 萬 | 0.00% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 12,439 | $26.8 萬 | 0.01% | 00.0% | 不變 |
| Ironwood Financial, llc | 12,300 | $26.5 萬 | 0.05% | 00.0% | 不變 |
| Quadrature Capital Ltd | 12,015 | $25.9 萬 | 0.00% | +12,015 | 新進 |
| First Financial Bankshares Inc | 12,000 | $25.8 萬 | 0.01% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 11,464 | $24.6 萬 | 0.00% | −1,734−13.1% | 減碼 |
| Walleye Capital LLC | 10,470 | $22.5 萬 | 0.00% | −1,945−15.7% | 減碼 |
| Clark Asset Management, LLC | 10,000 | $21.5 萬 | 0.02% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 8,039 | $17.3 萬 | 0.00% | −1,315−14.1% | 減碼 |
| Atlantic Union Bankshares Corp | 7,595 | $16.3 萬 | 0.00% | +4+0.1% | 加碼 |
| Royal Bank of Canada | 7,525 | $16.2 萬 | 0.00% | −2,277−23.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 5,912 | $12.7 萬 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 4,676 | $10.1 萬 | 0.00% | −160,494−97.2% | 減碼 |
| Access Investment Management LLC | 3,000 | $6.46 萬 | 0.02% | −1,000−25.0% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,837 | $6.11 萬 | 0.01% | +884+45.3% | 加碼 |
| GWM Advisors LLC | 2,792 | $6.01 萬 | 0.00% | +10.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 2,568 | $5.53 萬 | 0.00% | +2,118+470.7% | 加碼 |
| Golden State Wealth Management, LLC | 2,446 | $5.26 萬 | 0.01% | 00.0% | 不變 |
| Lummis Asset Management, LP | 1,850 | $3.98 萬 | 0.02% | 00.0% | 不變 |
| Barclays PLC | 1,803 | $3.88 萬 | 0.00% | +1,530+560.4% | 加碼 |
| Signature Resources Capital Management, LLC | 1,800 | $3.87 萬 | 0.02% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,500 | $3.23 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,240 | $2.67 萬 | 0.00% | −884−41.6% | 減碼 |
| Advisor Group Holdings, Inc. | 1,162 | $2.50 萬 | 0.00% | −860−42.5% | 減碼 |
| CX Institutional | 1,170 | $2.50 萬 | 0.00% | +1,170 | 新進 |
| Smartleaf Asset Management LLC | 1,000 | $2.18 萬 | 0.00% | +1,000 | 新進 |
| Beacon Investment Advisory Services, Inc. | 1,000 | $2.15 萬 | 0.00% | +1,000 | 新進 |
| Simplex Trading, LLC | 515 | $1.11 萬 | 0.00% | −58,513−99.1% | 減碼 |
| Webster Bank, N. A. | 417 | $8,974 | 0.00% | +417 | 新進 |
| Harbour Investments, Inc. | 387 | $8,328 | 0.00% | +105+37.2% | 加碼 |
| Medallion Wealth Advisors, LLC | 384 | $8,264 | 0.00% | 00.0% | 不變 |
| WealthCollab, LLC | 324 | $6,973 | 0.00% | −47−12.7% | 減碼 |
| Jones Financial Companies LLLP | 303 | $6,733 | 0.00% | +303 | 新進 |
| SJS Investment Consulting Inc. | 201 | $4,317 | 0.00% | −133−39.8% | 減碼 |
| Fortis Group Advisors, LLC | 200 | $4,304 | 0.00% | 00.0% | 不變 |
| PFS Partners, LLC | 200 | $4,304 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 200 | $4,304 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 200 | $4,304 | 0.00% | +58+40.8% | 加碼 |
| International Assets Investment Management, LLC | 200 | $4,096 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 87 | $1,874 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 87 | $1,872 | 0.00% | 00.0% | 不變 |
| McGuire Capital Advisors Inc | 47 | $1,012 | 0.00% | +45+2,250.0% | 加碼 |
| TD Waterhouse Canada Inc. | 45 | $920 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 25 | $512 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 18 | $386 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 10 | $215 | 0.00% | +10 | 新進 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −234,748−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −107,165−100.0% | 清倉 |
| State Street Corp | 0 | $0 | 0.00% | −17,965−100.0% | 清倉 |
| SCS Capital Management LLC | 0 | $0 | 0.00% | −17,295−100.0% | 清倉 |