AWM
PBT

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

Avondale 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
2026
Q2 		$1.16M Sell
46,330
-2,920
-6% -$73.9K 0.47% 23
2026
Q1 		$1.06M Buy
49,250
+3,500
+8% +$68.1K 0.52% 26
2025
Q4 		$777K Buy
45,750
+31,250
+216% +$560K 0.4% 28
2025
Q3 		$265K Buy
14,500
+7,000
+93% +$109K 0.14% 52
2025
Q2 		$93.5K Sell
7,500
-21,500
-74% -$229K 0.05% 75
2025
Q1 		$287K Buy
29,000
+10,000
+53% +$108K 0.18% 45
2024
Q4 		$211K Buy
19,000
+9,500
+100% +$114K 0.13% 49
2024
Q3 		$113K Buy
+9,500
New +$107K 0.07% 57

Other funds holding PBT

SW
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FIM
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return