Blue Trust, Inc.

Position in PBT — Permian Basin Royalty Trust

CIK 1856022 BRENTWOOD, TN

Position in PBT

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$439,438

+$92,707 QoQ

Shares Held

20,420

0.0% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

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

Energy · as of Mar 31, 2026

Blue Trust, Inc. holds $10,018,561 across 28 Oil & Gas Midstream names. PBT ranks #7 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	81,706	$3,091,754
2	SBR	Sabine Royalty Trust	25,055	$1,887,643
3	ENB	Enbridge Inc	17,961	$972,407
4	KMI	Kinder Morgan, Inc.	19,090	$640,086
5	WMB	Williams Companies, Inc.	8,213	$597,742
6	TRGP	Targa Resources Corp.	1,822	$456,829
7	PBT	Permian Basin Royalty Trust This page	20,420	$439,438
8	DTM	DT Midstream, Inc.	2,689	$362,127

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$439,438	20,420	0.0%	Shares	Other	2026-04-20
2025-12-31	$346,731	20,420	-2.4%	Shares	Other	2026-01-16
2025-09-30	$381,790	20,920	+2.4%	Shares	Other	2025-10-16
2025-06-30	$254,433	20,420	0.0%	Shares	Other	2025-07-24
2025-03-31	$202,362	20,420	0.0%	Shares	Other	2025-04-21
2024-12-31	$226,253	20,420	0.0%	Shares	Other	2025-01-30
2024-09-30	$242,793	20,420	0.0%	Shares	Other	2024-10-17
2024-06-30	$229,929	20,420	0.0%	Shares	Other	2024-07-18
2024-03-31	$247,082	20,420	0.0%	Shares	Other	2024-05-01
2023-12-31	$285,063	20,420	0.0%	Shares	Other	2024-01-18
2023-09-30	$433,925	20,420	0.0%	Shares	Other	2023-10-11
2023-06-30	$509,070	20,420	0.0%	Shares	Other	2023-07-14
2023-03-31	$498,248	20,420	—	Shares	Other	2023-04-17
No filing history on record for this holder in this stock.