Pinnacle Wealth Planning Services, Inc.
Position in PBT — Permian Basin Royalty Trust
CIK 1726752
MANSFIELD, OH
Position in PBT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$61,052
+$27,891 QoQ
Shares Held
2,837
+45.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Pinnacle Wealth Planning Services, Inc. holds $61,918,183 across 25 Oil & Gas Midstream names. PBT ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
3,074,597 | $59,339,722 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
26,113 | $875,568 | |
| 3 | WMB |
Williams Companies, Inc.
|
8,819 | $641,846 | |
| 4 | OKE |
Oneok Inc /New/
|
2,860 | $258,515 | |
| 5 | TNK |
Teekay Tankers Ltd.
|
2,383 | $174,721 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
484 | $137,339 | |
| 7 | ENB |
Enbridge Inc
|
1,769 | $95,773 | |
| 8 | INSW |
International Seaways, Inc.
|
1,120 | $81,625 |
All Filings in PBT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,052 | 2,837 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $33,161 | 1,953 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||