Position in PBT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$483,221
+$67,929 QoQ
Shares Held
19,298
0.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#48
of 101 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PBT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Welch Group, LLC holds $3,672,122 across 6 Oil & Gas Midstream names. PBT ranks #4 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
14,913 | $1,296,536 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
21,803 | $697,041 | |
| 3 | ET |
Energy Transfer LP
|
34,263 | $655,108 | |
| 4 | PBT |
Permian Basin Royalty Trust
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|
19,298 | $483,221 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
12,242 | $450,015 | |
| 6 | MARPS |
Marine Petroleum Trust
|
19,956 | $90,201 |
All Filings in PBT
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,221 | 19,298 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $415,292 | 19,298 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $302,210 | 17,798 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $324,813 | 17,798 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $221,763 | 17,798 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $180,362 | 18,200 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $119,841 | 10,816 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $128,602 | 10,816 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $121,788 | 10,816 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $130,873 | 10,816 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $150,991 | 10,816 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $229,840 | 10,816 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $269,642 | 10,816 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $263,910 | 10,816 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $262,432 | 10,414 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $170,060 | 10,414 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $172,351 | 10,414 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $130,279 | 10,414 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $105,181 | 10,414 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $59,672 | 10,414 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||