PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT)

Historical Holders from Q1 2014 to Q1 2025

Symbol
PBT on NYSE
CUSIP
714236106
Type / Class
Equity / Units of Beneficial Interest
Shares outstanding
46.6M
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
14.4M
Holdings value
$160M
% of all portfolios
0.001%
Grand Portfolio weight change
+0%
Number of holders
95
Number of buys
44
Number of sells
-27
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SoftVest Advisors, LLC 9.5% $43.8M 4.43M SOFTVEST ADVISORS, LLC Dec 31, 2024
HORIZON KINETICS ASSET MANAGEMENT LLC 8.5% $39M 3.95M HORIZON KINETICS ASSET MANAGEMENT LLC Dec 31, 2024

Institutional Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 1.31M $13M +$2.03M $9.91 16
2024 Q4 14.4M $160M +$9.49M $11.08 95
2024 Q3 13.4M $160M +$4.33M $11.89 86
2024 Q2 13.1M $147M +$1.38M $11.26 81
2024 Q1 316K $3.82M -$1.43M $12.10 12
2023 Q4 13.1M $183M -$1.94M $13.96 76
2023 Q3 13.3M $284M +$5.13M $21.25 89
2023 Q2 13.1M $326M -$2.07M $24.93 86
2023 Q1 13.2M $322M +$17.9M $24.40 81
2022 Q4 12.4M $313M +$33.4M $25.20 75
2022 Q3 11.5M $188M +$18.9M $16.33 74
2022 Q2 10.5M $173M +$21.4M $16.55 58
2022 Q1 9.1M $114M +$26.6M $12.51 60
2021 Q4 6.93M $70.1M +$18.5M $10.10 55
2021 Q3 4.75M $27.2M +$2.03M $5.73 44
2021 Q2 4.46M $25M +$236K $5.62 47
2021 Q1 4.43M $17.6M +$1.5M $3.98 48
2020 Q4 4.05M $13.4M +$3.85M $3.31 43
2020 Q3 2.96M $7.35M -$712K $2.48 43
2020 Q2 3.18M $10.5M -$46.6K $3.30 50
2020 Q1 3.13M $8.81M -$4.63M $2.82 49
2019 Q4 4.25M $16.4M -$1.99M $3.86 62
2019 Q3 4.43M $23M -$418K $5.19 59
2019 Q2 4.48M $27.3M +$1.4M $6.09 67
2019 Q1 4.19M $31.6M -$3.96M $7.52 65
2018 Q4 4.77M $28.1M -$2.56M $5.90 64
2018 Q3 4.95M $39.5M -$1.65M $7.96 60
2018 Q2 5.18M $48.3M +$4.39M $9.33 56
2018 Q1 4.7M $45.4M -$381K $9.65 63
2017 Q4 4.81M $42.6M +$784K $8.87 60
2017 Q3 4.58M $39.9M -$2.76M $8.71 67
2017 Q2 4.89M $42.6M +$2.69M $8.70 70
2017 Q1 4.58M $42.8M -$1.14M $9.35 69
2016 Q4 4.73M $36.5M -$2.21M $7.71 64
2016 Q3 5.02M $35M -$2.1M $6.97 63
2016 Q2 5.28M $38.7M +$426K $7.33 61
2016 Q1 5.26M $32.4M +$162K $6.16 60
2015 Q4 5.24M $26.4M -$2.2M $5.06 61
2015 Q3 5.58M $34.1M -$662K $6.11 56
2015 Q2 5.68M $45.8M -$3.86M $8.06 72
2015 Q1 6.15M $49.8M -$6.26M $8.09 80
2014 Q4 6.9M $65.9M +$12.9M $9.55 86
2014 Q3 5.5M $74.7M -$3.1M $13.58 89
2014 Q2 5.72M $81.5M -$3.43M $14.25 92
2014 Q1 5.97M $78.7M -$2.58M $13.20 79