MOR Wealth Management, LLC
Position in PBT — Permian Basin Royalty Trust
CIK 2092389
PHILADELPHIA, PA
Position in PBT
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,130,531
+$238,504 QoQ
Shares Held
52,534
0.0% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PBT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026MOR Wealth Management, LLC holds $1,130,531 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 | $1,130,531 |
All Filings in PBT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||