Medallion Wealth Advisors, LLC
Position in PBT — Permian Basin Royalty Trust
CIK 2131139
FARMINGTON, CT
Position in PBT
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$8,263
+$1,743 QoQ
Shares Held
384
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Medallion Wealth Advisors, LLC holds $698,071 across 11 Oil & Gas Midstream names. PBT ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
5,820 | $220,226 | |
| 2 | ENB |
Enbridge Inc
|
2,425 | $131,287 | |
| 3 | ET |
Energy Transfer LP
|
5,922 | $114,294 | |
| 4 | WMB |
Williams Companies, Inc.
|
1,330 | $96,796 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
1,735 | $58,172 | |
| 6 | PBA |
Pembina Pipeline Corp
|
600 | $26,856 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
52 | $14,755 | |
| 8 | PAGP |
Plains Gp Holdings LP
|
595 | $14,446 |
All Filings in PBT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,263 | 384 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,520 | 384 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $7,008 | 384 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $4,784 | 384 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $3,805 | 384 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $4,254 | 384 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||