BTI
PBT

Blue Trust Inc’s Permian Basin Royalty Trust PBT Stock Holding History

Blue Trust Inc’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 		$439K Hold
20,420
– – 0.01% 519
2025
Q4 		$347K Sell
20,420
-500
-2% -$8.96K ﹤0.01% 606
2025
Q3 		$382K Buy
20,920
+500
+2% +$7.79K ﹤0.01% 588
2025
Q2 		$254K Hold
20,420
– – ﹤0.01% 682
2025
Q1 		$202K Hold
20,420
– – ﹤0.01% 706
2024
Q4 		$226K Hold
20,420
– – ﹤0.01% 600
2024
Q3 		$230K Hold
20,420
– – ﹤0.01% 794
2024
Q2 		$247K Hold
20,420
– – ﹤0.01% 629
2024
Q1 		$247K Hold
20,420
– – ﹤0.01% 444
2023
Q4 		$434K Hold
20,420
– – 0.01% 267
2023
Q3 		$509K Hold
20,420
– – 0.01% 245
2023
Q2 		$498K Hold
20,420
– – 0.01% 231
2023
Q1 		$515K Buy
+20,420
New +$486K 0.01% 289

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
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