Atlas Wealth Partners’s Permian Basin Royalty Trust PBT Stock Holding History

Atlas Wealth Partners’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 Q2	$2.06M	Buy	82,241 +1,097	+1%	+$27.8K	2.25%	13
2026 Q1	$1.75M	Sell	81,144 -2,845	-3%	-$55.4K	1.8%	14
2025 Q4	$1.43M	Sell	83,989 -599	-0.7%	-$10.7K	1.57%	14
2025 Q3	$1.55M	Buy	84,588 +7,425	+10%	+$116K	1.59%	13
2025 Q2	$960K	Buy	77,163 +9,800	+15%	+$104K	1.11%	16
2025 Q1	$666K	Buy	67,363 +1,265	+2%	+$13.7K	0.82%	19
2024 Q4	$730K	Buy	66,098 +2,542	+4%	+$30.5K	0.92%	16
2024 Q3	$758K	Buy	+63,556	New	+$715K	1.16%	17
2023 Q3	–	Sell	-64,143	Closed	-$1.5M	–	25
2023 Q2	$1.5M	Buy	+64,143	New	+$1.58M	4.32%	6

Other funds holding PBT

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 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

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atlas Wealth Partners's PBT Position: Q2 2026 in Review

Atlas Wealth Partners increased its Permian Basin Royalty Trust (PBT) stake by 1.4% in Q2 2026, buying an estimated $27.8K and bringing the position to 82,241 shares worth $2.06M. The position accounts for 2.25% of the portfolio, ranked #13.

Atlas Wealth Partners first reported a position in PBT in Q2 2023 and has held it in 9 quarters since. 101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

Atlas Wealth Partners held 82,241 shares of Permian Basin Royalty Trust worth $2.06M as of Q2 2026.
Atlas Wealth Partners bought 1,097 Permian Basin Royalty Trust shares in Q2 2026, an estimated $27.8K.
Permian Basin Royalty Trust made up 2.25% of Atlas Wealth Partners's portfolio in Q2 2026, its #13 holding.
Atlas Wealth Partners first reported a position in Permian Basin Royalty Trust in Q2 2023 and has held it in 9 quarters since.
101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.