Lummis Asset Management, LP
Position in PBT — Permian Basin Royalty Trust
CIK 2011652
FORT WORTH, TX
Position in PBT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$46,324
+$6,512 QoQ
Shares Held
1,850
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#75
of 101 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PBT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Lummis Asset Management, LP holds $1,114,036 across 4 Oil & Gas Midstream names. PBT ranks #3 (4.2% of the industry book) .
All Filings in PBT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,324 | 1,850 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $39,812 | 1,850 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $31,413 | 1,850 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $33,762 | 1,850 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $23,051 | 1,850 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $18,333 | 1,850 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,498 | 1,850 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $21,996 | 1,850 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $20,831 | 1,850 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,919 | 1,233 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $17,212 | 1,233 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||