MOR Wealth Management, LLC
Position in PBT — Permian Basin Royalty Trust
CIK 2092389
PHILADELPHIA, PA
Position in PBT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,315,451
+$184,920 QoQ
Shares Held
52,534
0.0% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#28
of 101 holders
Holding Since
Dec 2025
3 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, 2026MOR Wealth Management, LLC holds $1,315,451 across 1 Oil & Gas Midstream name. PBT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PBT |
Permian Basin Royalty Trust
This page
|
52,534 | $1,315,451 |
All Filings in PBT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,315,451 | 52,534 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,130,531 | 52,534 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $892,027 | 52,534 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||