ACM
PBT

Anfield Capital Management’s Permian Basin Royalty Trust PBT Stock Holding History

Anfield Capital Management’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
2025
Q4 		– Sell
-7
Closed -$128 – 598
2025
Q3 		$128 Hold
7
– – ﹤0.01% 600
2025
Q2 		$87 Hold
7
– – ﹤0.01% 514
2025
Q1 		$69 Hold
7
– – ﹤0.01% 455
2024
Q4 		$77 Hold
7
– – ﹤0.01% 432
2024
Q3 		$83 Hold
7
– – ﹤0.01% 436
2024
Q2 		$79 Hold
7
– – ﹤0.01% 384
2024
Q1 		$85 Buy
+7
New +$95 ﹤0.01% 333

Other funds holding PBT

SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Anfield Capital Management's PBT Position: Q4 2025 in Review

Anfield Capital Management sold out of Permian Basin Royalty Trust (PBT) in Q4 2025, closing a stake of 7 shares — an estimated $128 sold.

Anfield Capital Management first reported a position in PBT in Q1 2024 and held it in 7 quarters. The position peaked at $128 in Q3 2025. 103 funds tracked by Wall St. Rank hold PBT as of Q4 2025.

  • Anfield Capital Management reported no remaining Permian Basin Royalty Trust position as of Q4 2025 after selling out during the quarter.
  • Anfield Capital Management sold 7 Permian Basin Royalty Trust shares in Q4 2025, an estimated $128.
  • Anfield Capital Management first reported a position in Permian Basin Royalty Trust in Q1 2024 and held it in 7 quarters.
  • Anfield Capital Management's Permian Basin Royalty Trust position peaked at $128 in Q3 2025.
  • 103 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q4 2025.

Based on Anfield Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.