Position in PBT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,994,202
+$881,666 QoQ
Shares Held
199,449
+4.4% QoQ
Ownership
0.428%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1
of 10 holders
Holding Since
Mar 2026
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)
Derivatives in PBT
reported options exposure · as of Jun 30, 2026CallValue
$350,560
CallShares
14,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026SteelPeak Wealth, LLC holds $8,283,902 across 7 Oil & Gas Midstream names. PBT ranks #1 (60.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PBT |
Permian Basin Royalty Trust
This page
|
199,449 | $4,994,202 | |
| 2 | OKE |
Oneok Inc /New/
|
11,714 | $1,018,415 | |
| 3 | MPLX |
Mplx LP
|
13,595 | $765,806 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
23,040 | $736,588 | |
| 5 | ET |
Energy Transfer LP
|
15,519 | $296,723 | |
| 6 | WMB |
Williams Companies, Inc.
|
3,609 | $268,293 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
853 | $203,875 |
All Filings in PBT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,994,202 | 199,449 | Shares | Sole | 2026-07-13 | |
| 2026-06-30 | $350,560 | 14,000 | Call | Sole | 2026-07-13 | |
| 2026-03-31 | $4,112,536 | 191,103 | Shares | Sole | 2026-05-05 | |
| 2026-03-31 | $946,880 | 44,000 | Call | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||