PBT
Permian Basin Royalty TrustCompany with tickers: PBT
CIK
319654
CUSIP
714236106
Shares Outstanding
46,608,796
Website
https://www.pbt-permian.com
13F Activity (30d)
27 filings
26 filers
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $180,358,274
Total Shares: 6,217,107
Institutional Ownership Trend
30 quarters
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
87
Unchanged
0
Holder count:
-86
Institutional value:
+23.8%
Shares held:
-8.1%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small SoftVest Advisors, LLC | 6,217,107 | $180,358,274 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small MAD RIVER INVESTORS | 1,003,140 | $21,587,572 | |
| Mid SCHWARTZ INVESTMENT COUNSEL INC | 933,719 | $20,093,632 | |
| Small FOUNDATION RESOURCE MANAGEMENT INC | 630,207 | $13,562,054 | |
| Mid Moors & Cabot, Inc. | 588,642 | $12,667,575 | |
| Large SEI INVESTMENTS CO | 422,000 | $9,081,440 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Small SoftVest Advisors, LLC | $180,358,274 | 100.00% | 6,217,107 | Shares | Sole | 2026-05-18 | ||||
| No holders match your search. | ||||||||||