KINGSWOOD WEALTH ADVISORS, LLC

Position in PBT — Permian Basin Royalty Trust

CIK 1987855 SAN DIEGO, CA

Position in PBT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$369,940

+$102,253 QoQ

Shares Held

14,774

+18.8% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#53

of 101 holders

Holding Since

Sep 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $10,065,469 across 11 Oil & Gas Midstream names. PBT ranks #8 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNG	Cheniere Energy, Inc.	12,891	$3,081,077
2	OKE	Oneok Inc /New/	16,540	$1,437,987
3	ET	Energy Transfer LP	66,563	$1,272,684
4	WMB	Williams Companies, Inc.	13,512	$1,004,482
5	ENB	Enbridge Inc	17,011	$922,166
6	EPD	Enterprise Products Partners L.P.	21,839	$802,801
7	KMI	Kinder Morgan, Inc.	12,824	$409,983
8	PBT	Permian Basin Royalty Trust This page	14,774	$369,940

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$369,940	14,774	+18.8%	Shares	Sole	2026-07-27
2026-03-31	$267,687	12,439	0.0%	Shares	Sole	2026-04-28
2025-12-31	$211,214	12,439	-43.8%	Shares	Sole	2026-01-28
2025-03-31	$219,189	22,118	-36.4%	Shares	Sole	2025-07-25
2024-12-31	$385,584	34,800	-33.0%	Shares	Sole	2025-01-22
2024-09-30	$617,447	51,930	-5.5%	Shares	Sole	2024-10-21
2024-06-30	$618,511	54,930	-0.1%	Shares	Sole	2024-07-09
2024-03-31	$665,572	55,006	-53.2%	Shares	Sole	2024-04-15
2023-12-31	$1,640,286	117,499	-17.5%	Shares	Sole	2024-01-16
2023-09-30	$3,025,298	142,367	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.