Atlantic Union Bankshares Corp
Position in PBT — Permian Basin Royalty Trust
CIK 883948
GLEN ALLEN, VA
Position in PBT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$163,443
+$34,549 QoQ
Shares Held
7,595
+0.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 85.89861751152074.ToString("F0")%
Shared 0.ToString("F0")%
None 14.101382488479263.ToString("F0")%
Common Shares in PBT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Atlantic Union Bankshares Corp holds $15,386,183 across 16 Oil & Gas Midstream names. PBT ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
31,349 | $8,895,589 | |
| 2 | ENB |
Enbridge Inc
|
37,401 | $2,024,886 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
36,217 | $1,214,353 | |
| 4 | OKE |
Oneok Inc /New/
|
13,427 | $1,213,665 | |
| 5 | WMB |
Williams Companies, Inc.
|
12,106 | $881,074 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
17,596 | $665,832 | |
| 7 | ET |
Energy Transfer LP
|
10,214 | $197,130 | |
| 8 | PBT |
Permian Basin Royalty Trust
This page
|
7,595 | $163,443 |
All Filings in PBT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $163,443 | 7,595 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $128,894 | 7,591 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $138,371 | 7,582 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $81,289 | 6,524 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||