Golden State Wealth Management, LLC
Position in PBT — Permian Basin Royalty Trust
CIK 1776033
SANTA ANA, CA
Position in PBT
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$52,637
+$11,104 QoQ
Shares Held
2,446
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
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 Mar 31, 2026Golden State Wealth Management, LLC holds $1,452,371 across 14 Oil & Gas Midstream names. PBT ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
7,290 | $530,566 | |
| 2 | ENB |
Enbridge Inc
|
5,542 | $300,043 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
3,808 | $144,094 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
3,747 | $125,636 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
402 | $114,071 | |
| 6 | PBT |
Permian Basin Royalty Trust
This page
|
2,446 | $52,637 | |
| 7 | ET |
Energy Transfer LP
|
2,653 | $51,202 | |
| 8 | PAGP |
Plains Gp Holdings LP
|
1,877 | $45,573 |
All Filings in PBT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,637 | 2,446 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $41,533 | 2,446 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $44,639 | 2,446 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $30,477 | 2,446 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $24,239 | 2,446 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $27,101 | 2,446 | Shares | Sole | 2025-01-28 | |
| 2020-09-30 | $6,066 | 2,446 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $6,897 | 2,446 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||