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PERMIAN BASIN ROYALTY TRUST hedge fund holdings

PBTNYSE
$31.57+0.26 (+0.83%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

PBT · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+77.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20253722$62.2M$5.73M92Aug 14, 2025
Q3 20253220$20.9M$14.5M91Nov 14, 2025
Q4 20252215$9.61M$7.06M98Feb 14, 2026
Q1 20262135$19.1M$23M92May 15, 2026
Q2 20263123$22.2M$18.4M95Aug 14, 2026

Quarterly action breakdown

Q2 2026
95 filers
New position
14
$3.43M+137K sh
Increased
17
$18.7M+748K sh
Reduced
14
-$10.7M-428K sh
Out / sold
9
-$7.65M-306K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Hosking Partners LLPSell 100%-$6.03M$00.00%Aug 3, 2026
PKS Advisory Services, LLCNew Buy+$1.03M$1.03M0.16%Aug 4, 2026
Capital Analysts, LLCReduce 39.98%-$576K$865K0.02%Aug 5, 2026
Family Manage LLCAdded 96.84%+$527K$1.07M0.11%Aug 14, 2026
Moors & Cabot, Inc.Reduce 3.14%-$463K$14.3M0.56%Aug 10, 2026
Ethos Financial Group, LLCNew Buy+$248K$248K0.02%Aug 7, 2026
Fourpath Capital Management, LLCNew Buy+$232K$232K0.03%Jul 22, 2026
Tidal Investments LLCNew Buy+$211K$211K0.00%Aug 13, 2026
Post Resch Tallon Group Inc.New Buy+$210K$210K0.15%Jul 7, 2026
SteelPeak Wealth, LLCAdded 4.37%+$209K$5M0.13%Jul 13, 2026
Argent Trust CoNew Buy+$200K$200K0.01%Aug 6, 2026
Lido Advisors, LLCReduce 3.44%-$105K$2.95M0.01%Aug 7, 2026
Foundation Resource Management IncReduce 0.62%-$97.1K$15.7M1.82%Jul 21, 2026
Beese Fulmer Investment Management, Inc.Reduce 11.14%-$82.6K$659K0.04%Jul 29, 2026
Avondale Wealth ManagementReduce 5.93%-$73.1K$1.16M0.47%Jul 13, 2026
Kingswood Wealth Advisors, LLCAdded 18.77%+$58.5K$370K0.01%Jul 27, 2026
Golden State Wealth Management, LLCSell 100%-$52.6K$00.00%Jul 22, 2026
Mad River InvestorsAdded 0.20%+$50.4K$25.2M9.39%Aug 3, 2026
Access Investment Management LLCReduce 40.00%-$30K$45.1K0.01%Aug 3, 2026
EagleClaw Capital Managment, LLCAdded 3.24%+$28.8K$916K0.12%Aug 10, 2026
Atlas Wealth Partners, LLCAdded 1.35%+$27.5K$2.06M2.25%Jul 27, 2026
United Financial Planning Group LLCNew Buy+$25K$25K0.01%Aug 6, 2026
CX InstitutionalAdded 80.26%+$23.6K$53K0.00%Jul 2, 2026
Essex Financial Services, Inc.Reduce 1.06%-$15.3K$1.42M0.07%Aug 10, 2026
JNBA Financial AdvisorsNew Buy+$14.5K$14.5K0.00%Jul 23, 2026
BOK Financial Private Wealth, Inc.New Buy+$12.3K$12.3K0.00%Aug 10, 2026
Buck Wealth Strategies, LLCNew Buy+$2.5K$2.5K0.00%Jul 30, 2026
Financial Sense Advisors, Inc.Added 0.20%+$1.28K$627K0.12%Aug 14, 2026
Mcguire Capital Advisors IncSell 100%-$1.01K$00.00%Aug 14, 2026
Stratos Wealth Partners, LTD.Added 0.15%+$751$491K0.00%Aug 11, 2026
Pinnacle Wealth Planning Services, Inc.Reduce 0.60%-$426$70.6K0.01%Aug 7, 2026
Assetmark, IncReduce 5.50%-$275$4.73K0.00%Jul 30, 2026
Atlantic Union Bankshares CorpAdded 0.04%+$75$190K0.00%Aug 11, 2026
Capital Investment Advisors, LLCAdded 0.01%+$25$460K0.01%Aug 6, 2026

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