BWM Planning, LLC

Position in PBT — Permian Basin Royalty Trust

CIK 2039698 THE WOODLANDS, TX

Position in PBT

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$2,246,623

+$473,962 QoQ

Shares Held

104,397

0.0% QoQ

Ownership

0.224%

of shares outstanding

% of Portfolio

3.86%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

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

Energy · as of Mar 31, 2026

BWM Planning, LLC holds $5,293,469 across 4 Oil & Gas Midstream names. PBT ranks #1 (42.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PBT	Permian Basin Royalty Trust This page	104,397	$2,246,623
2	SBR	Sabine Royalty Trust	21,552	$1,623,727
3	WES	Western Midstream Partners, LP	28,325	$1,166,140
4	ET	Energy Transfer LP	13,315	$256,979

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,246,623	104,397	0.0%	Shares	Sole	2026-04-22
2025-12-31	$1,772,661	104,397	0.0%	Shares	Sole	2026-01-14
2025-09-30	$1,905,245	104,397	+0.6%	Shares	Sole	2025-10-31
2025-06-30	$1,292,413	103,725	-0.6%	Shares	Sole	2025-08-12
2025-03-31	$1,034,574	104,397	0.0%	Shares	Sole	2025-05-14
2024-12-31	$1,156,718	104,397	+0.6%	Shares	Sole	2025-01-23
2024-09-30	$1,233,290	103,725	—	Shares	Sole	2024-10-09
No filing history on record for this holder in this stock.