Avondale Wealth Management
Position in PBT — Permian Basin Royalty Trust
CIK 1738720
WEST LAKE HILLS, TX
Position in PBT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,160,103
+$100,243 QoQ
Shares Held
46,330
-5.9% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
#2
of 10 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PBT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Avondale Wealth Management holds $1,379,523 across 2 Oil & Gas Midstream names. PBT ranks #1 (84.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PBT |
Permian Basin Royalty Trust
This page
|
46,330 | $1,160,103 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
5,969 | $219,420 |
All Filings in PBT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,160,103 | 46,330 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,059,860 | 49,250 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $776,835 | 45,750 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $264,625 | 14,500 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $93,450 | 7,500 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $287,390 | 29,000 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $210,520 | 19,000 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $112,955 | 9,500 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||