Steward Partners Investment Advisory, LLC
Position in PBT — Permian Basin Royalty Trust
CIK 1723397
STAMFORD, CT
Position in PBT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$693,309
+$146,265 QoQ
Shares Held
32,217
0.0% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PBT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $85,336,589 across 37 Oil & Gas Midstream names. PBT ranks #13 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
258,703 | $18,828,404 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
303,029 | $11,466,617 | |
| 3 | OKE |
Oneok Inc /New/
|
124,842 | $11,284,468 | |
| 4 | LNG |
Cheniere Energy, Inc.
|
37,118 | $10,532,603 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
287,663 | $9,645,340 | |
| 6 | ET |
Energy Transfer LP
|
308,493 | $5,953,914 | |
| 7 | ENB |
Enbridge Inc
|
63,997 | $3,464,797 | |
| 8 | PBA |
Pembina Pipeline Corp
|
67,030 | $3,000,262 |
All Filings in PBT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $693,309 | 32,217 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $547,044 | 32,217 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $587,960 | 32,217 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $384,951 | 30,895 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $305,763 | 30,854 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $326,494 | 29,467 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $241,224 | 20,288 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $172,368 | 15,308 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $99,861 | 8,253 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $63,057 | 4,517 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $46,813 | 2,203 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $37,968 | 1,523 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $35,648 | 1,461 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $19,656 | 780 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $8,654 | 530 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $8,788 | 531 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,642 | 531 | Shares | Sole | 2022-05-02 | |
| 2020-06-30 | $84,414 | 25,580 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,455 | 1,580 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||