Position in PBT
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$415,292
+$113,082 QoQ
Shares Held
19,298
+8.4% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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, 2026Welch Group, LLC holds $3,723,727 across 6 Oil & Gas Midstream names. PBT ranks #5 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
14,859 | $1,343,105 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
22,803 | $764,584 | |
| 3 | ET |
Energy Transfer LP
|
33,823 | $652,783 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
12,242 | $463,237 | |
| 5 | PBT |
Permian Basin Royalty Trust
This page
|
19,298 | $415,292 | |
| 6 | MARPS |
Marine Petroleum Trust
|
15,956 | $84,726 |
All Filings in PBT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||