KINGSWOOD WEALTH ADVISORS, LLC

Position in PBT — Permian Basin Royalty Trust

CIK 1987855 SAN DIEGO, CA

Position in PBT

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$267,687

+$56,473 QoQ

Shares Held

12,439

0.0% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

9 quarters on record

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

Energy · as of Mar 31, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $10,248,584 across 10 Oil & Gas Midstream names. PBT ranks #8 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNG	Cheniere Energy, Inc.	12,941	$3,672,138
2	OKE	Oneok Inc /New/	15,977	$1,444,161
3	ET	Energy Transfer LP	64,949	$1,253,515
4	WMB	Williams Companies, Inc.	14,528	$1,057,347
5	EPD	Enterprise Products Partners L.P.	22,606	$855,411
6	ENB	Enbridge Inc	15,410	$834,297
7	KMI	Kinder Morgan, Inc.	12,179	$408,361
8	PBT	Permian Basin Royalty Trust This page	12,439	$267,687

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.