Access Investment Management LLC
Position in PBT — Permian Basin Royalty Trust
CIK 2010477
ATLANTA, GA
Position in PBT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$45,072
-$19,488 QoQ
Shares Held
1,800
-40.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#77
of 101 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PBT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Access Investment Management LLC holds $74,631 across 2 Oil & Gas Midstream names. PBT ranks #1 (60.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PBT |
Permian Basin Royalty Trust
This page
|
1,800 | $45,072 | |
| 2 | OKE |
Oneok Inc /New/
|
340 | $29,559 |
All Filings in PBT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,072 | 1,800 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $64,560 | 3,000 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $67,920 | 4,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $73,000 | 4,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $64,517 | 5,178 | Shares | Sole | 2025-08-05 | |
| 2024-12-31 | $71,067 | 6,414 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $97,069 | 8,164 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||