COMMONWEALTH EQUITY SERVICES, LLC

Position in PBT — Permian Basin Royalty Trust

CIK 312272 WALTHAM, MA

Position in PBT

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$5,788,557

+$1,385,406 QoQ

Shares Held

268,985

+3.7% QoQ

Ownership

0.577%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Energy · as of Mar 31, 2026

COMMONWEALTH EQUITY SERVICES, LLC holds $313,000,014 across 33 Oil & Gas Midstream names. PBT ranks #11 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/	709,536	$64,134,959
2	EPD	Enterprise Products Partners L.P.	1,088,417	$41,185,699
3	ENB	Enbridge Inc	738,219	$39,967,176
4	ET	Energy Transfer LP	1,752,473	$33,822,728
5	WMB	Williams Companies, Inc.	375,053	$27,296,357
6	TRGP	Targa Resources Corp.	95,952	$24,058,044
7	KMI	Kinder Morgan, Inc.	578,910	$19,410,852
8	LNG	Cheniere Energy, Inc.	41,937	$11,900,043

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,788,557	268,985	+3.7%	Shares	Sole	2026-04-27
2025-12-31	$4,403,151	259,314	-10.8%	Shares	Sole	2026-02-12
2025-09-30	$5,303,030	290,577	+9.4%	Shares	Sole	2025-10-22
2025-06-30	$3,310,921	265,724	+3.3%	Shares	Sole	2025-08-06
2025-03-31	$2,549,515	257,267	+16.7%	Shares	Sole	2025-05-09
2024-12-31	$2,443,439	220,527	+87.0%	Shares	Sole	2025-02-10
2024-09-30	$1,402,532	117,959	+56.5%	Shares	Sole	2024-10-18
2024-06-30	$848,722	75,375	+3.8%	Shares	Sole	2024-07-31
2024-03-31	$878,629	72,614	+45.3%	Shares	Sole	2024-04-29
2023-12-31	$697,874	49,991	+35.0%	Shares	Sole	2024-02-06
2023-09-30	$787,163	37,043	+0.1%	Shares	Sole	2023-10-23
2023-06-30	$922,335	36,997	+3.0%	Shares	Sole	2023-08-10
2023-03-31	$876,692	35,930	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.