NewEdge Advisors, LLC

Position in PBT — Permian Basin Royalty Trust

CIK 1633516 NEW ORLEANS, LA

Position in PBT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$87,464

+$27,381 QoQ

Shares Held

3,493

+25.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#71

of 101 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

NewEdge Advisors, LLC holds $152,967,769 across 37 Oil & Gas Midstream names. PBT ranks #28 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc.	423,693	$31,497,337
2	ENB	Enbridge Inc	390,485	$21,168,191
3	ET	Energy Transfer LP	928,614	$17,755,099
4	OKE	Oneok Inc /New/	186,541	$16,217,874
5	EPD	Enterprise Products Partners L.P.	414,550	$15,238,858
6	KMI	Kinder Morgan, Inc.	374,966	$11,987,663
7	LNG	Cheniere Energy, Inc.	31,479	$7,523,795
8	MPLX	Mplx LP	93,002	$5,238,802

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$87,464	3,493	+25.1%	Shares	Sole	2026-08-12
2026-03-31	$60,083	2,792	+0.0%	Shares	Sole	2026-06-03
2025-12-31	$47,391	2,791	-25.8%	Shares	Sole	2026-02-18
2025-09-30	$68,674	3,763	+0.0%	Shares	Sole	2025-11-17
2025-06-30	$46,874	3,762	+53.1%	Shares	Sole	2025-08-14
2025-03-31	$24,358	2,458	+42.7%	Shares	Sole	2025-05-15
2024-12-31	$19,079	1,722	+1.5%	Shares	Sole	2025-02-13
2024-09-30	$20,165	1,696	+1.1%	Shares	Sole	2024-11-14
2024-06-30	$18,894	1,678	+1.3%	Shares	Sole	2024-08-16
2024-03-31	$20,037	1,656	+149.4%	Shares	Sole	2024-05-14
2023-12-31	$9,269	664	+2.2%	Shares	Sole	2024-02-13
2023-09-30	$13,812	650	+1.4%	Shares	Sole	2023-11-14
2023-06-30	$15,980	641	+100.3%	Shares	Sole	2023-08-14
2023-03-31	$7,808	320	+0.3%	Shares	Sole	2023-05-12
2022-12-31	$8,038	319	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.