Position in PBT
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,746,218
+$320,085 QoQ
Shares Held
81,144
-3.4% QoQ
Ownership
0.174%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 4.689194518387065.ToString("F0")%
Shared 0.ToString("F0")%
None 95.31080548161293.ToString("F0")%
Common Shares in PBT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Atlas Wealth Partners, LLC holds $2,287,573 across 3 Oil & Gas Midstream names. PBT ranks #1 (76.3% of the industry book) .
All Filings in PBT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,746,218 | 81,144 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,426,133 | 83,989 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,543,731 | 84,588 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $961,450 | 77,163 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $667,567 | 67,363 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $732,365 | 66,098 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $755,680 | 63,556 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $1,599,084 | 64,143 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||