Rothwell Investment Advisors, LLC’s Permian Basin Royalty Trust PBT Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio PBT Stock Details PBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.1K	Buy	+320	New	+$10.1K	0.01%	774

Other funds holding PBT

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Atlas Wealth Partners Wyomissing, Pennsylvania $97.1M AUM 14.23% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PBT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Permian Basin Royalty Trust (PBT) in Q3 2026: 320 shares worth $10.1K. The stake represents 0.01% of the portfolio and ranks #774 among its holdings.

46 funds tracked by Wall St. Rank hold PBT as of Q3 2026.

Rothwell Investment Advisors, LLC held 320 shares of Permian Basin Royalty Trust worth $10.1K as of Q3 2026.
Permian Basin Royalty Trust was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Permian Basin Royalty Trust made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #774 holding.
46 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.