MORGAN STANLEY

Position in PBT — Permian Basin Royalty Trust

CIK 895421 NEW YORK, NY

Back to PBT Full portfolio

Position in PBT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$5,162,020

-$1,313,432 QoQ

Shares Held

206,151

-31.5% QoQ

Ownership

0.442%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#13

of 101 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Common Shares in PBT Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Midstream

Energy · as of Jun 30, 2026

MORGAN STANLEY holds $12,846,798,934 across 55 Oil & Gas Midstream names. PBT ranks #43 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc.	31,813,505	$2,365,015,951
2	ET	Energy Transfer LP	85,614,431	$1,636,947,918
3	LNG	Cheniere Energy, Inc.	4,573,650	$1,093,148,078
4	OKE	Oneok Inc /New/	11,886,409	$1,033,404,390
5	KMI	Kinder Morgan, Inc.	30,476,699	$974,340,058
6	TRGP	Targa Resources Corp.	3,559,424	$954,423,944
7	WES	Western Midstream Partners, LP	21,230,903	$929,064,310
8	EPD	Enterprise Products Partners L.P.	22,249,198	$817,880,515

All Filings in PBT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,162,020	206,151	-31.5%	Shares	Defined	2026-08-13
2026-03-31	$6,475,452	300,904	+33.9%	Shares	Defined	2026-05-15
2025-12-31	$3,814,742	224,661	+53.9%	Shares	Defined	2026-05-27
2025-09-30	$2,663,294	145,934	-50.3%	Shares	Defined	2026-05-27
2025-06-30	$3,656,909	293,492	+126.3%	Shares	Defined	2025-08-15
2025-03-31	$1,285,296	129,697	-11.1%	Shares	Defined	2025-05-15
2024-12-31	$1,617,059	145,944	+409.0%	Shares	Defined	2025-05-15
2024-09-30	$340,920	28,673	-72.4%	Shares	Defined	2025-05-14
2024-06-30	$1,167,716	103,705	-42.5%	Shares	Defined	2025-05-14
2024-03-31	$2,183,843	180,483	-45.3%	Shares	Defined	2024-10-17
2023-12-31	$4,608,837	330,146	+31.4%	Shares	Defined	2024-08-16
2023-09-30	$5,337,510	251,177	-17.3%	Shares	Defined	2023-11-15
2023-06-30	$7,570,193	303,658	+9.2%	Shares	Defined	2023-08-14
2023-03-31	$6,782,297	277,963	+15.0%	Shares	Defined	2023-05-15
2022-12-31	$6,091,343	241,720	+157.7%	Shares	Defined	2023-02-14
2022-09-30	$1,531,573	93,789	-12.4%	Shares	Defined	2022-11-14
2022-06-30	$1,772,769	107,116	-39.8%	Shares	Defined	2022-10-27
2022-03-31	$2,224,965	177,855	-10.3%	Shares	Defined	2022-10-27
2021-12-31	$2,002,425	198,260	-6.6%	Shares	Defined	2022-02-14
2021-09-30	$1,216,621	212,325	-23.1%	Shares	Defined	2021-11-15
2021-06-30	$1,552,030	276,162	+123.5%	Shares	Defined	2021-08-23
2021-03-31	$491,760	123,558	+154.2%	Shares	Defined	2021-05-17
2020-12-31	$160,869	48,601	-21.3%	Shares	Defined	2021-02-16
2020-09-30	$153,229	61,786	-20.7%	Shares	Defined	2020-11-13
2020-06-30	$257,027	77,887	-28.4%	Shares	Defined	2020-08-14
2020-03-31	$306,576	108,715	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.