Foundations Investment Advisors, LLC
EndowmentPosition in PBT — Permian Basin Royalty Trust
CIK 1743404
PHOENIX, AZ
Position in PBT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$249,148
New position
Shares Held
9,950
first reported quarter
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#61
of 101 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Foundations Investment Advisors, LLC holds $76,621,849 across 10 Oil & Gas Midstream names. PBT ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
386,930 | $28,764,375 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
111,458 | $26,639,575 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
270,583 | $9,946,629 | |
| 4 | ENB |
Enbridge Inc
|
82,775 | $4,487,232 | |
| 5 | OKE |
Oneok Inc /New/
|
26,250 | $2,282,175 | |
| 6 | ET |
Energy Transfer LP
|
111,137 | $2,124,939 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
58,831 | $1,880,826 | |
| 8 | PBT |
Permian Basin Royalty Trust
This page
|
9,950 | $249,148 |
All Filings in PBT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,148 | 9,950 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||