Ethos Financial Group, LLC
Position in PBT — Permian Basin Royalty Trust
CIK 1954242
KING OF PRUSSIA, PA
Position in PBT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$212,840
New position
Shares Held
8,500
first reported quarter
Ownership
0.018%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#63
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, 2026Ethos Financial Group, LLC holds $1,992,324 across 6 Oil & Gas Midstream names. PBT ranks #6 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
31,784 | $607,710 | |
| 2 | DHT |
DHT Holdings, Inc.
|
26,147 | $432,209 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
1,223 | $292,309 | |
| 4 | TRGP |
Targa Resources Corp.
|
859 | $230,332 | |
| 5 | WMB |
Williams Companies, Inc.
|
2,918 | $216,924 | |
| 6 | PBT |
Permian Basin Royalty Trust
This page
|
8,500 | $212,840 |
All Filings in PBT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,840 | 8,500 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||