WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in PBT — Permian Basin Royalty Trust

CIK 1632972 PLYMOUTH, MN

Position in PBT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$416,790

+$170,085 QoQ

Shares Held

16,645

+45.2% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#51

of 101 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 14% Shared 0% None 86%

Energy · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $203,939,582 across 30 Oil & Gas Midstream names. PBT ranks #25 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	1,560,475	$49,888,385
2	EPD	Enterprise Products Partners L.P.	788,859	$28,998,456
3	OKE	Oneok Inc /New/	258,294	$22,456,080
4	ET	Energy Transfer LP	877,656	$16,780,782
5	WMB	Williams Companies, Inc.	223,075	$16,583,395
6	TRGP	Targa Resources Corp.	61,222	$16,416,067
7	ENB	Enbridge Inc	284,342	$15,414,179
8	LNG	Cheniere Energy, Inc.	52,246	$12,487,316

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$416,790	16,645	+45.2%	Shares	Sole	2026-07-15
2026-03-31	$246,705	11,464	-13.1%	Shares	Sole	2026-04-08
2025-12-31	$224,102	13,198	+1.4%	Shares	Sole	2026-01-08
2025-09-30	$237,542	13,016	+13.8%	Shares	Sole	2025-10-29
2025-06-30	$142,567	11,442	0.0%	Shares	Sole	2025-07-10
2025-03-31	$113,390	11,442	-0.7%	Shares	Sole	2025-04-16
2024-12-31	$127,730	11,528	-46.2%	Shares	Sole	2025-03-17
2024-09-30	$254,660	21,418	-2.3%	Shares	Sole	2024-10-24
2024-06-30	$246,796	21,918	+5.5%	Shares	Sole	2024-07-16
2024-03-31	$251,292	20,768	+79.7%	Shares	Sole	2024-04-15
2023-09-30	$245,607	11,558	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.