Capital Analysts, LLC

Position in PBT — Permian Basin Royalty Trust

CIK 1624758 FORT WASHINGTON, PA

Position in PBT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,239,185

+$290,122 QoQ

Shares Held

57,583

+3.0% QoQ

Ownership

0.124%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

Energy · as of Mar 31, 2026

Capital Analysts, LLC holds $26,881,804 across 15 Oil & Gas Midstream names. PBT ranks #7 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	137,900	$5,218,135
2	OKE	Oneok Inc /New/	52,599	$4,754,423
3	ET	Energy Transfer LP	235,648	$4,548,006
4	KMI	Kinder Morgan, Inc.	128,265	$4,300,725
5	WMB	Williams Companies, Inc.	56,213	$4,091,181
6	SBR	Sabine Royalty Trust	30,640	$2,308,417
7	PBT	Permian Basin Royalty Trust This page	57,583	$1,239,185
8	ENB	Enbridge Inc	5,512	$298,419

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,239,185	57,583	+3.0%	Shares	Defined	2026-05-14
2025-12-31	$949,063	55,893	+2.8%	Shares	Defined	2026-05-15
2025-09-30	$992,489	54,383	-22.7%	Shares	Defined	2025-11-14
2025-06-30	$876,224	70,323	-8.9%	Shares	Defined	2025-08-13
2025-03-31	$764,833	77,178	-0.9%	Shares	Defined	2025-05-14
2024-12-31	$863,331	77,918	+0.6%	Shares	Defined	2025-02-14
2024-09-30	$920,500	77,418	-6.7%	Shares	Defined	2024-11-13
2024-06-30	$934,332	82,978	0.0%	Shares	Defined	2024-08-14
2024-03-31	$1,004,033	82,978	+52.2%	Shares	Defined	2024-05-14
2023-12-31	$760,861	54,503	-0.1%	Shares	Defined	2024-01-30
2023-09-30	$1,159,463	54,563	-26.6%	Shares	Defined	2023-11-13
2023-06-30	$1,853,121	74,333	-34.8%	Shares	Defined	2023-08-11
2023-03-31	$2,779,843	113,928	-16.9%	Shares	Defined	2023-05-05
2022-12-31	$3,454,995	137,103	-15.4%	Shares	Defined	2023-02-08
2022-09-30	$2,647,795	162,143	+0.7%	Shares	Defined	2022-11-14
2022-06-30	$2,665,592	161,063	+2.9%	Shares	Defined	2022-08-12
2022-03-31	$1,957,477	156,473	-0.2%	Shares	Defined	2022-05-12
2021-12-31	$1,583,407	156,773	0.0%	Shares	Defined	2022-02-10
2021-09-30	$898,309	156,773	0.0%	Shares	Defined	2021-11-04
2021-06-30	$881,064	156,773	-1.5%	Shares	Defined	2021-11-15
2021-03-31	$633,588	159,193	+14777.9%	Shares	Defined	2021-05-17
2020-12-31	$3,541	1,070	0.0%	Shares	Sole	2021-02-16
2020-09-30	$2,653	1,070	0.0%	Shares	Sole	2020-11-12
2020-06-30	$3,531	1,070	0.0%	Shares	Sole	2020-08-07
2020-03-31	$3,017	1,070	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.