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LPL Financial LLC

Position in PBT — Permian Basin Royalty Trust

CIK 1403438 FORT MILL, SC

Position in PBT

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$4,545,884
+$641,232 QoQ
Shares Held
211,240
-8.1% QoQ
Ownership
0.453%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in PBT Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Midstream

Energy · as of Mar 31, 2026

LPL Financial LLC holds $1,328,994,673 across 47 Oil & Gas Midstream names. PBT ranks #22 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in PBT

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,545,884 211,240
2025-12-31 $3,904,652 229,956
2025-09-30 $4,265,098 233,704
2025-06-30 $2,938,030 235,797
2025-03-31 $2,346,519 236,783
2024-12-31 $3,235,858 292,045
2024-09-30 $3,228,717 271,549
2024-06-30 $3,518,085 312,441
2024-03-31 $1,653,525 136,655
2023-12-31 $3,497,301 250,523
2023-09-30 $3,724,211 175,257
2023-06-30 $4,182,231 167,759
2023-03-31 $2,156,935 88,399
2022-12-31 $2,211,980 87,777
2022-09-30 $1,410,487 86,374
2022-06-30 $1,428,265 86,300
2022-03-31 $975,805 78,002
2021-12-31 $680,305 67,357
2021-09-30 $400,498 69,895
2021-06-30 $361,911 64,397
2021-03-31 $252,045 63,328
2020-12-31 $210,413 63,569
2020-09-30 $168,039 67,758
2020-06-30 $223,070 67,597
2020-03-31 $187,042 66,327