AWM
PBT

Apollon Wealth Management’s Permian Basin Royalty Trust PBT Stock Holding History

Apollon Wealth 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
Q2 		– Sell
-15,675
Closed -$155K – 1307
2025
Q1 		$155K Buy
15,675
+286
+2% +$3.1K ﹤0.01% 1124
2024
Q4 		$171K Buy
15,389
+244
+2% +$2.92K ﹤0.01% 1111
2024
Q3 		$180K Buy
+15,145
New +$170K 0.01% 1077

Other funds holding PBT

SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Apollon Wealth Management's PBT Position: Q2 2025 in Review

Apollon Wealth Management sold out of Permian Basin Royalty Trust (PBT) in Q2 2025, closing a stake of 15,675 shares — an estimated $155K sold.

Apollon Wealth Management first reported a position in PBT in Q3 2024 and held it in 3 quarters. The position peaked at $180K in Q3 2024. 95 funds tracked by Wall St. Rank hold PBT as of Q2 2025.

  • Apollon Wealth Management reported no remaining Permian Basin Royalty Trust position as of Q2 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 15,675 Permian Basin Royalty Trust shares in Q2 2025, an estimated $155K.
  • Apollon Wealth Management first reported a position in Permian Basin Royalty Trust in Q3 2024 and held it in 3 quarters.
  • Apollon Wealth Management's Permian Basin Royalty Trust position peaked at $180K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2025.

Based on Apollon Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.