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 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

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return