Skip to main content

Stratos Wealth Partners, LTD.

Position in PBT — Permian Basin Royalty Trust

CIK 1612865 BEACHWOOD, OH

Position in PBT

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$491,084
+$69,680 QoQ
Shares Held
19,612
+0.2% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#47
of 101 holders
Holding Since
Mar 2023
10 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, 2026

Stratos Wealth Partners, LTD. holds $38,962,150 across 19 Oil & Gas Midstream names. PBT ranks #15 (1.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in PBT

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $491,084 19,612
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