Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / Units of Beneficial Interest
-
Shares outstanding
-
46,745,165
-
Total 13F shares
-
886,142
-
Share change
-
-263
-
Total reported value
-
$15,065,511
-
Price per share
-
$16.98
-
Number of holders
-
15
-
Value change
-
-$4,316
-
Number of buys
-
4
-
Number of sells
-
1
Institutional Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) as of Q4 2025
As of 31 Dec 2025,
PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
886,142 shares.
The largest 10 holders included
FOUNDATION RESOURCE MANAGEMENT INC, BWM Planning, LLC, MOR Wealth Management, LLC, Blue Trust, Inc., Stratos Wealth Partners, LTD., Capital Investment Advisors, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Ironwood Financial, llc, Signature Resources Capital Management, LLC, and SJS Investment Consulting Inc..
This page lists
15
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.