Waverly Advisors, LLC

Position in PBT — Permian Basin Royalty Trust

CIK 1568787 BIRMINGHAM, AL

Position in PBT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$272,572

+$57,504 QoQ

Shares Held

12,666

0.0% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Energy · as of Mar 31, 2026

Waverly Advisors, LLC holds $169,650,869 across 18 Oil & Gas Midstream names. PBT ranks #17 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP	1,725,843	$33,308,769
2	LNG	Cheniere Energy, Inc.	72,796	$20,656,592
3	EPD	Enterprise Products Partners L.P.	522,446	$19,769,356
4	PAA	Plains All American Pipeline LP	622,795	$13,907,012
5	MPLX	Mplx LP	240,925	$13,749,589
6	ENB	Enbridge Inc	248,191	$13,437,060
7	WES	Western Midstream Partners, LP	253,319	$10,429,143
8	AM	Antero Midstream Corp	457,330	$10,427,124

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$272,572	12,666	0.0%	Shares	Sole	2026-05-15
2025-12-31	$215,068	12,666	0.0%	Shares	Sole	2026-02-17
2025-09-30	$231,154	12,666	0.0%	Shares	Sole	2025-11-14
2025-06-30	$157,818	12,666	0.0%	Shares	Sole	2025-08-14
2025-03-31	$125,520	12,666	0.0%	Shares	Sole	2025-05-15
2024-12-31	$140,339	12,666	0.0%	Shares	Sole	2025-02-14
2024-09-30	$150,598	12,666	-7.3%	Shares	Sole	2024-11-14
2024-06-30	$153,901	13,668	+7.9%	Shares	Sole	2024-08-14
2024-03-31	$153,258	12,666	0.0%	Shares	Sole	2024-05-15
2023-12-31	$176,817	12,666	-1.6%	Shares	Sole	2024-02-14
2023-09-30	$273,423	12,867	+30.4%	Shares	Sole	2023-11-14
2023-06-30	$245,959	9,866	—	Shares	Sole	2023-08-15
No filing history on record for this holder in this stock.