Pinnacle Wealth Planning Services, Inc.
Position in PBT — Permian Basin Royalty Trust
CIK 1726752
MANSFIELD, OH
Position in PBT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$70,612
+$9,560 QoQ
Shares Held
2,820
-0.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#72
of 101 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PBT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $43,779,935 across 25 Oil & Gas Midstream names. PBT ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
2,146,965 | $41,049,970 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
26,114 | $834,864 | |
| 3 | WMB |
Williams Companies, Inc.
|
8,866 | $659,098 | |
| 4 | TNCAF |
Tc Energy Corp
|
3,739 | $247,858 | |
| 5 | OKE |
Oneok Inc /New/
|
2,811 | $244,388 | |
| 6 | TNK |
Teekay Tankers Ltd.
|
2,383 | $154,585 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
496 | $118,548 | |
| 8 | ENB |
Enbridge Inc
|
1,769 | $95,897 |
All Filings in PBT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,612 | 2,820 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||