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Permian Basin Royalty Trust (PBT)

CUSIP: 714236106 | US | Energy · Oil & Gas Midstream | Small Cap | 446 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ASoftVest Advisors, LLC6,217,10713.3%UnchangedJul 28, 202628d ahead of 13F (6,217,107 sh) · no change
13D/ASoftVest Advisors, LLC6,217,107
13.3% of class · Jul 28, 2026Unchanged
28d ahead of 13F (6,217,107 sh) · no change

Institutional Holders — Q3 2026

MAD River Investors1,056,366
13.5% of portfolio›$33.3M
Schwartz Investment Counsel Inc933,719
1.0% of portfolio›$29.4M
Foundation Resource Management Inc595,636
2.0% of portfolio›$18.8M
Commonwealth Equity Services, LLC544,214
0.0% of portfolio›$17.1M
SteelPeak Wealth, LLC187,971
0.1% of portfolio›$5.9M
Lido Advisors, LLC122,059
0.0% of portfolio›$3.8M
Atlas Wealth Partners, LLC81,527
2.6% of portfolio›$2.6M
Blue Trust, Inc.75,982
0.0% of portfolio›$2.4M
Promethium Advisors,llc66,479
1.0% of portfolio›$2.1M
Avondale Wealth Management41,580
0.6% of portfolio›$1.3M
PKS Advisory Services, LLC41,137
0.2% of portfolio›$1.0M
Beese Fulmer Investment Management, Inc.26,317
0.0% of portfolio›$828.5K
Fruth Investment Management25,400
0.0% of portfolio›$799
State of Wyoming24,530
0.1% of portfolio›$772.2K
Wealth Enhancement Advisory Services, LLC22,653
0.0% of portfolio›$789.4K
Welch Group, LLC19,298
0.0% of portfolio›$607.5K
Capital Investment Advisors, LLC18,369
0.0% of portfolio›$578.2K
Pekin Hardy Strauss, Inc.18,100
0.1% of portfolio›$569.8K
Kingswood Wealth Advisors, LLC14,774
0.0% of portfolio›$465.1K
Clark Asset Management, LLC10,005
0.0% of portfolio›$315.0K
Fourpath Capital Management, LLC9,271
0.0% of portfolio›$291.9K
Post Resch Tallon Group Inc.9,261
0.2% of portfolio›$291.5K
Pinnacle Wealth Planning Services, Inc.2,867
0.0% of portfolio›$90.3K
CX Institutional2,773
0.0% of portfolio›$87
Access Investment Management LLC1,800
0.0% of portfolio›$56.7K
Signature Resources Capital Management, LLC1,800
0.0% of portfolio›$56.7K
Beacon Investment Advisory Services, Inc.1,000
0.0% of portfolio›$31.5K
United Financial Planning Group LLC1,000
0.0% of portfolio›$31.5K
SJS Investment Consulting Inc.202
0.0% of portfolio›$6.3K
CoreCap Advisors, LLC200
0.0% of portfolio›$6.3K
PFS Partners, LLC200
0.0% of portfolio›$6.3K
Jnba Financial Advisors184
0.0% of portfolio›$5.8K
Assetmark, Inc180
0.0% of portfolio›$5.7K
Buck Wealth Strategies, LLC100
0.0% of portfolio›$3.1K
Signaturefd, LLC88
0.0% of portfolio›$2.8K
Parallel Advisors, LLC63
0.0% of portfolio›$2.0K
TD Waterhouse Canada Inc.45
0.0% of portfolio›$1.4K
Wolff Wiese Magana LLC18
0.0% of portfolio›$565
Farther Finance Advisors, LLC15
0.0% of portfolio›$472
StyleTurnoverLocationFiled
MAD River Investors
1,056,366$33.3M13.5%Agg GrowthVery LowBoston, MA2026-10-27
Schwartz Investment Counsel Inc
933,719$29.4M1.0%GrowthMediumPlymouth, MI2026-10-26
Foundation Resource Management Inc
595,636$18.8M2.0%ValueLowLittle Rock, AR2026-10-19
Commonwealth Equity Services, LLC
544,214$17.1M0.0%ETFLowWaltham, MA2026-11-02
SteelPeak Wealth, LLC
187,971$5.9M0.1%GrowthHighWoodland Hills, CA2026-10-16
Lido Advisors, LLC
122,059$3.8M0.0%GrowthLowLos Angeles, CA2026-11-04
Atlas Wealth Partners, LLC
81,527$2.6M2.6%Agg GrowthVery LowWyomissing, PA2026-11-03
Blue Trust, Inc.
75,982$2.4M0.0%ETFLowBrentwood, TN2026-10-15
Promethium Advisors,llc
66,479$2.1M1.0%CoreLowBethesda, MD2026-10-19
Avondale Wealth Management
41,580$1.3M0.6%ETFLowWest Lake Hills, TX2026-10-15
PKS Advisory Services, LLC
41,137$1.0M0.2%ETFMediumAlbany, NY2026-10-26
Beese Fulmer Investment Management, Inc.
26,317$828.5K0.0%CoreLowCanton, OH2026-10-23
Fruth Investment Management
25,400$7990.0%CoreVery LowHouston, TX2026-10-13
State of Wyoming
24,530$772.2K0.1%ValueHighCheyenne, WY2026-10-28
Wealth Enhancement Advisory Services, LLC
22,653$789.4K0.0%CoreLowPlymouth, MN2026-10-13
Welch Group, LLC
19,298$607.5K0.0%CoreVery LowBirmingham, AL2026-10-29
Capital Investment Advisors, LLC
18,369$578.2K0.0%CoreLowAtlanta, GA2026-10-22
Pekin Hardy Strauss, Inc.
18,100$569.8K0.1%ValueMediumChicago, IL2026-11-02
Kingswood Wealth Advisors, LLC
14,774$465.1K0.0%GrowthLowSan Diego, CA2026-10-23
Clark Asset Management, LLC
10,005$315.0K0.0%ETFVery LowStratham, NH2026-10-19
Fourpath Capital Management, LLC
9,271$291.9K0.0%CoreMediumOklahoma City, OK2026-10-19
Post Resch Tallon Group Inc.
9,261$291.5K0.2%ETFLowPittsford, NY2026-10-09
Pinnacle Wealth Planning Services, Inc.
2,867$90.3K0.0%GARPLowMansfield, OH2026-10-27
CX Institutional
2,773$870.0%CoreMediumAuburn, IN2026-10-02
Access Investment Management LLC
1,800$56.7K0.0%Deep ValueLowAtlanta, GA2026-10-23
Signature Resources Capital Management, LLC
1,800$56.7K0.0%ETFLowNewport Beach, CA2026-10-16
Beacon Investment Advisory Services, Inc.
1,000$31.5K0.0%GrowthLowMorristown, NJ2026-10-13
United Financial Planning Group LLC
1,000$31.5K0.0%ETFHighHauppauge, NY2026-11-04
SJS Investment Consulting Inc.
202$6.3K0.0%ETFVery LowSylvania, OH2026-10-26
CoreCap Advisors, LLC
200$6.3K0.0%ETFMediumSouthfield, MI2026-10-08
PFS Partners, LLC
200$6.3K0.0%ETFVery LowMine Hill, NJ2026-10-21
Jnba Financial Advisors
184$5.8K0.0%ETFMediumBloomington, MN2026-11-03
Assetmark, Inc
180$5.7K0.0%ETFLowConcord, CA2026-10-21
Buck Wealth Strategies, LLC
100$3.1K0.0%ValueMediumDenver, CO2026-10-28
Signaturefd, LLC
88$2.8K0.0%IndexLowAtlanta, GA2026-10-23
Parallel Advisors, LLC
63$2.0K0.0%IndexLowSan Francisco, CA2026-11-03
TD Waterhouse Canada Inc.
45$1.4K0.0%CoreLowToronto, Australia2026-10-16
Wolff Wiese Magana LLC
18$5650.0%GrowthLowCarslbad, CA2026-10-15
Farther Finance Advisors, LLC
15$4720.0%IndexLowSan Francisco, CA2026-10-08