BP
PBT

BWM Planning’s Permian Basin Royalty Trust PBT Stock Holding History

BWM Planning’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 		$2.61M Hold
104,397
– – 0.61% 31
2026
Q1 		$2.25M Hold
104,397
– – 0.59% 32
2025
Q4 		$1.77M Hold
104,397
– – 0.47% 33
2025
Q3 		$1.91M Buy
104,397
+672
+0.6% +$10.5K 0.57% 30
2025
Q2 		$1.29M Sell
103,725
-672
-0.6% -$7.14K 0.45% 36
2025
Q1 		$1.03M Hold
104,397
– – 0.44% 40
2024
Q4 		$1.16M Buy
104,397
+672
+0.6% +$8.06K 0.5% 37
2024
Q3 		$1.23M Buy
+103,725
New +$1.17M 0.55% 37

Other funds holding PBT

FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AWM
Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

BWM Planning's PBT Position: Q2 2026 in Review

BWM Planning held its Permian Basin Royalty Trust (PBT) position steady in Q2 2026 at 104,397 shares worth $2.61M. The position accounts for 0.61% of the portfolio, ranked #31.

BWM Planning first reported a position in PBT in Q3 2024 and has held it in 8 quarters since. 24 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • BWM Planning held 104,397 shares of Permian Basin Royalty Trust worth $2.61M as of Q2 2026.
  • BWM Planning left its Permian Basin Royalty Trust share count unchanged in Q2 2026.
  • Permian Basin Royalty Trust made up 0.61% of BWM Planning's portfolio in Q2 2026, its #31 holding.
  • BWM Planning first reported a position in Permian Basin Royalty Trust in Q3 2024 and has held it in 8 quarters since.
  • 24 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.