WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in PBT — Permian Basin Royalty Trust

CIK 1632972 PLYMOUTH, MN

Position in PBT

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$246,705

+$22,603 QoQ

Shares Held

11,464

-13.1% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

10 quarters on record

Voting authority Sole 20.193649685973483.ToString("F0")% Shared 0.ToString("F0")% None 79.80635031402652.ToString("F0")%

Energy · as of Mar 31, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $205,516,332 across 28 Oil & Gas Midstream names. PBT ranks #27 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	1,473,918	$49,420,470
2	EPD	Enterprise Products Partners L.P.	838,506	$31,729,067
3	OKE	Oneok Inc /New/	234,479	$21,194,556
4	ENB	Enbridge Inc	306,217	$16,578,588
5	WMB	Williams Companies, Inc.	220,894	$16,076,665
6	ET	Energy Transfer LP	817,514	$15,778,020
7	TRGP	Targa Resources Corp.	58,502	$14,668,206
8	LNG	Cheniere Energy, Inc.	48,699	$13,818,828

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.