Permian Basin Royalty Trust
PBTFigures shown here come from public SEC filings. Dates beside each section show the available history.
SEC filings supply these figures; updates after the dates shown are not included. No annual financial history is available for this company. The latest insider filing shown is dated Dec 22, 2025. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| BWM Planning, LLC | 2026-03-31 | 104,397 | Not shown | SEC filing |
| CITIGROUP INC | 2026-03-31 | 10 | Not shown | SEC filing |
| UBS Group AG | 2026-03-31 | 35,307 | Not shown | SEC filing |
| Tower Research Capital LLC (TRC) | 2026-03-31 | 1,240 | Not shown | SEC filing |
| Essex Financial Services, Inc. | 2026-03-31 | 57,477 | Not shown | SEC filing |
| Fruth Investment Management | 2026-03-31 | 25,400 | Not shown | SEC filing |
| MOR Wealth Management, LLC | 2026-03-31 | 52,534 | Not shown | SEC filing |
| OSAIC HOLDINGS, INC. | 2026-03-31 | 1,162 | Not shown | SEC filing |
| Blue Trust, Inc. | 2026-03-31 | 20,420 | Not shown | SEC filing |
| BNP PARIBAS FINANCIAL MARKETS | 2026-03-31 | 2,568 | Not shown | SEC filing |
| State of Wyoming | 2026-03-31 | 15,442 | Not shown | SEC filing |
| Medallion Wealth Advisors, LLC | 2026-03-31 | 384 | Not shown | SEC filing |
| Golden State Wealth Management, LLC | 2026-03-31 | 2,446 | Not shown | SEC filing |
| MORGAN STANLEY | 2026-03-31 | 300,904 | Not shown | SEC filing |
| Lido Advisors, LLC | 2026-03-31 | 122,037 | Not shown | SEC filing |
| Atlas Wealth Partners, LLC | 2026-03-31 | 81,144 | Not shown | SEC filing |
| SCHWARTZ INVESTMENT COUNSEL INC | 2026-03-31 | 933,719 | Not shown | SEC filing |
| Fielder Capital Group LLC | 2026-03-31 | 41,726 | Not shown | SEC filing |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2026-03-31 | 11,464 | Not shown | SEC filing |
| Atlantic Union Bankshares Corp | 2026-03-31 | 7,595 | Not shown | SEC filing |
- Each value is checked against Permian Basin Royalty Trust's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 20 rows: no share price from within three months of their report dates is on file, so they could not be checked.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- WELLS FARGO & COMPANY/MN: 240,538 shares reported 2025-12-31; 230,722 shares reported 2026-03-31.
- TD Waterhouse Canada Inc.: 45 shares reported 2025-12-31; 45 shares reported 2026-03-31.
- BRADLEY FOSTER & SARGENT INC/CT: 33,144 shares reported 2025-12-31; 17,070 shares reported 2026-03-31.
- WOLFF WIESE MAGANA LLC: 18 shares reported 2025-12-31; 18 shares reported 2026-03-31.
- MCGUIRE CAPITAL ADVISORS INC: 2 shares reported 2025-12-31; 47 shares reported 2026-03-31.
- First Financial Bankshares Inc: 12,000 shares reported 2025-12-31; 12,000 shares reported 2026-03-31.
- HighTower Advisors, LLC: 71,697 shares reported 2025-12-31; 71,588 shares reported 2026-03-31.
- Beacon Pointe Advisors, LLC: 45,123 shares reported 2025-12-31; 157,833 shares reported 2026-03-31.
- INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 200 shares reported 2025-12-31; 200 shares reported 2026-03-31.
- PNC FINANCIAL SERVICES GROUP, INC.: 5,912 shares reported 2025-12-31; 5,912 shares reported 2026-03-31.
- EagleClaw Capital Managment, LLC: 33,700 shares reported 2025-12-31; 35,450 shares reported 2026-03-31.
- Financial Sense Advisors, Inc.: 25,000 shares reported 2025-12-31; 25,000 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
81 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Permian Basin Royalty Trust's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-06-23 · OLIVER ERIC L: Larger than 12 of the 13 other insider purchases of Units of Beneficial Ownership on file. SEC filing
- 2025-06-12 · OLIVER ERIC L: Larger than all 13 other insider purchases of Units of Beneficial Ownership on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2025-07-03 | OLIVER ERIC L · 10% owner | Units of Beneficial Ownership | P — Open market or private purchase | +2,000 | 12.80 | SEC filing |
| 2025-07-02 | OLIVER ERIC L · 10% owner | Units of Beneficial Ownership | P — Open market or private purchase | +6,483 | 12.78 | SEC filing |
| 2025-07-01 | OLIVER ERIC L · 10% owner | Units of Beneficial Ownership | P — Open market or private purchase | +2,000 | 12.40 | SEC filing |
| 2025-06-30 | OLIVER ERIC L · 10% owner | Units of Beneficial Ownership | P — Open market or private purchase | +4,000 | 12.46 | SEC filing |
| 2025-06-27 | OLIVER ERIC L · 10% owner | Units of Beneficial Ownership | P — Open market or private purchase | +6,898 | 12.51 | SEC filing |
| 2025-06-26 | OLIVER ERIC L · 10% owner | Units of Beneficial Ownership | P — Open market or private purchase | +2,000 | 12.31 | SEC filing |
| 2025-06-25 | OLIVER ERIC L · 10% owner | Units of Beneficial Ownership | P — Open market or private purchase | +4,000 | 12.05 | SEC filing |
| 2025-06-24 | OLIVER ERIC L · 10% owner | Units of Beneficial Ownership | P — Open market or private purchase | +7,138 | 12.10 | SEC filing |
Showing 8 of 18 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-06-20 | OLIVER ERIC L · 10% owner | Units of Beneficial Ownership | X — Exercise of in-the-money or at-the-money derivative security | +23,300 | SEC filing |
| 2025-06-20 | OLIVER ERIC L · 10% owner | Short Put Option (Obligation to buy) | X — Exercise of in-the-money or at-the-money derivative security | −23 | SEC filing |
| 2025-06-12 | OLIVER ERIC L · 10% owner | Units of Beneficial Ownership | X — Exercise of in-the-money or at-the-money derivative security | +20,300 | SEC filing |
| 2025-06-12 | OLIVER ERIC L · 10% owner | Short Put Option (Obligation to buy) | X — Exercise of in-the-money or at-the-money derivative security | −20 | SEC filing |
| 2025-06-11 | OLIVER ERIC L · 10% owner | Units of Beneficial Ownership | X — Exercise of in-the-money or at-the-money derivative security | +1,000 | SEC filing |
| 2025-06-11 | OLIVER ERIC L · 10% owner | Short Put Option (Obligation to buy) | X — Exercise of in-the-money or at-the-money derivative security | −10 | SEC filing |
Showing 6 of 6 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-12-19 | OLIVER ERIC L · 10% owner | Short Put Option (Obligation to buy) | E — Expiration of short derivative position | −3,965 | SEC filing |
| 2025-12-19 | OLIVER ERIC L · 10% owner | Short Put Option (Obligation to buy) | E — Expiration of short derivative position | −1 | SEC filing |
| 2025-09-19 | OLIVER ERIC L · 10% owner | Short Put Option (Obligation to buy) | E — Expiration of short derivative position | −7,723 | SEC filing |
| 2025-09-19 | OLIVER ERIC L · 10% owner | Short Put Option (Obligation to buy) | E — Expiration of short derivative position | −864 | SEC filing |
| 2025-06-20 | OLIVER ERIC L · 10% owner | Short Put Option (Obligation to buy) | E — Expiration of short derivative position | −2,711 | SEC filing |
Showing 5 of 5 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.