Fortis Group Advisors, LLC

Position in PBT — Permian Basin Royalty Trust

CIK 1815183 WESTWOOD, NJ

Position in PBT

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$4,304

+$908 QoQ

Shares Held

200

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

12 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Energy · as of Mar 31, 2026

Fortis Group Advisors, LLC holds $199,388 across 4 Oil & Gas Midstream names. PBT ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INSW	International Seaways, Inc.	2,426	$176,806
2	CQP	Cheniere Energy Partners, L.P.	195	$12,602
3	EPD	Enterprise Products Partners L.P.	150	$5,676
4	PBT	Permian Basin Royalty Trust This page	200	$4,304

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,304	200	0.0%	Shares	Sole	2026-05-08
2025-12-31	$3,396	200	0.0%	Shares	Sole	2026-02-06
2025-09-30	$3,650	200	0.0%	Shares	Sole	2025-11-07
2025-06-30	$2,492	200	0.0%	Shares	Sole	2025-08-08
2025-03-31	$1,982	200	0.0%	Shares	Sole	2025-05-02
2024-12-31	$2,216	200	0.0%	Shares	Sole	2025-01-31
2024-09-30	$2,378	200	0.0%	Shares	Sole	2024-10-21
2024-06-30	$2,252	200	0.0%	Shares	Sole	2024-07-30
2024-03-31	$2,420	200	-50.0%	Shares	Sole	2024-04-30
2023-12-31	$5,584	400	+100.0%	Shares	Sole	2024-03-04
2023-09-30	$4,250	200	0.0%	Shares	Sole	2023-12-01
2020-09-30	$496	200	—	Shares	Sole	2020-11-17
No filing history on record for this holder in this stock.