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Stratos Wealth Partners, LTD.

Position in PBT — Permian Basin Royalty Trust

CIK 1612865 BEACHWOOD, OH

Position in PBT

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$421,404
+$90,617 QoQ
Shares Held
19,582
+0.5% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2023
9 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

Stratos Wealth Partners, LTD. holds $41,684,467 across 19 Oil & Gas Midstream names. PBT ranks #15 (1.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in PBT

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9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $421,404 19,582
2025-12-31 $330,787 19,481
2025-09-30 $354,597 19,430
2025-06-30 $252,564 20,270
2025-03-31 $105,541 10,650
2024-12-31 $121,170 10,936
2023-09-30 $201,407 9,478
2023-06-30 $254,086 10,192
2023-03-31 $262,861 10,773