Cambridge Investment Research Advisors
PBT

Cambridge Investment Research Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

Cambridge Investment Research Advisors’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
2025
Q3 		– Sell
-12,385
Closed -$154K – 3817
2025
Q2 		$154K Buy
12,385
+405
+3% +$4.31K ﹤0.01% 3407
2025
Q1 		$119K Sell
11,980
-8,745
-42% -$94.8K ﹤0.01% 3328
2024
Q4 		$229K Buy
20,725
+743
+4% +$8.91K ﹤0.01% 3075
2024
Q3 		$238K Buy
19,982
+908
+5% +$10.2K ﹤0.01% 3005
2024
Q2 		$215K Sell
19,074
-188
-1% -$2.28K ﹤0.01% 2973
2024
Q1 		$233K Sell
19,262
-1,330
-6% -$18.1K ﹤0.01% 2899
2023
Q4 		$287K Sell
20,592
-585
-3% -$10.5K ﹤0.01% 2629
2023
Q3 		$450K Sell
21,177
-2,432
-10% -$55.1K ﹤0.01% 2170
2023
Q2 		$589K Sell
23,609
-108,123
-82% -$2.67M ﹤0.01% 2007
2023
Q1 		$3.21M Buy
131,732
+31,489
+31% +$750K 0.02% 860
2022
Q4 		$2.53M Buy
100,243
+29,019
+41% +$600K 0.01% 956
2022
Q3 		$1.16M Buy
71,224
+2,665
+4% +$46.4K 0.01% 1375
2022
Q2 		$1.14M Buy
68,559
+16,023
+30% +$248K 0.01% 1391
2022
Q1 		$657K Buy
52,536
+27,329
+108% +$352K ﹤0.01% 1887
2021
Q4 		$255K Sell
25,207
-1,923
-7% -$15.9K ﹤0.01% 2684
2021
Q3 		$155K Buy
27,130
+2,774
+11% +$14.7K ﹤0.01% 2875
2021
Q2 		$137K Buy
24,356
+1,188
+5% +$5.17K ﹤0.01% 2917
2021
Q1 		$92K Buy
23,168
+3,720
+19% +$14.8K ﹤0.01% 2769
2020
Q4 		$65K Sell
19,448
-390
-2% -$1.08K ﹤0.01% 2637
2020
Q3 		$49K Sell
19,838
-1,852
-9% -$5.69K ﹤0.01% 2448
2020
Q2 		$72K Sell
21,690
-487
-2% -$1.62K ﹤0.01% 2354
2020
Q1 		$63K Buy
22,177
+7,274
+49% +$26.4K ﹤0.01% 2169
2019
Q4 		$58K Sell
14,903
-1,041
-7% -$4.19K ﹤0.01% 2347
2019
Q3 		$83K Buy
15,944
+468
+3% +$2.42K ﹤0.01% 2243
2019
Q2 		$94K Sell
15,476
-986
-6% -$6.34K ﹤0.01% 2106
2019
Q1 		$124K Buy
16,462
+2,296
+16% +$16.7K ﹤0.01% 2163
2018
Q4 		$84K Sell
14,166
-28
-0.2% -$197 ﹤0.01% 2054
2018
Q3 		$113K Sell
14,194
-3,749
-21% -$33.3K ﹤0.01% 2139
2018
Q2 		$167K Sell
17,943
-452
-2% -$4.36K ﹤0.01% 2050
2018
Q1 		$178K Sell
18,395
-3,674
-17% -$34.2K ﹤0.01% 1986
2017
Q4 		$196K Buy
22,069
+3,201
+17% +$29.4K ﹤0.01% 1938
2017
Q3 		$164K Buy
18,868
+1,113
+6% +$9.64K ﹤0.01% 1863
2017
Q2 		$154K Sell
17,755
-520
-3% -$4.97K ﹤0.01% 1805
2017
Q1 		$171K Buy
18,275
+259
+1% +$2.31K ﹤0.01% 1638
2016
Q4 		$139K Buy
18,016
+692
+4% +$5.02K ﹤0.01% 1563
2016
Q3 		$121K Sell
17,324
-2,959
-15% -$20.6K ﹤0.01% 1657
2016
Q2 		$149K Sell
20,283
-641
-3% -$4.35K ﹤0.01% 1439
2016
Q1 		$129K Buy
20,924
+47
+0.2% +$259 ﹤0.01% 1483
2015
Q4 		$106K Sell
20,877
-187
-0.9% -$1.16K ﹤0.01% 1479
2015
Q3 		$129K Sell
21,064
-754
-3% -$5.26K ﹤0.01% 1336
2015
Q2 		$176K Sell
21,818
-979
-4% -$8.5K ﹤0.01% 1301
2015
Q1 		$184K Buy
22,797
+68
+0.3% +$642 0.01% 1269
2014
Q4 		$217K Sell
22,729
-485
-2% -$5.52K 0.01% 1171
2014
Q3 		$315K Buy
23,214
+9,325
+67% +$131K 0.01% 1066
2014
Q2 		$198K Sell
13,889
-722
-5% -$10K 0.01% 1203
2014
Q1 		$193K Sell
14,611
-1,655
-10% -$21.4K 0.01% 1157
2013
Q4 		$209K Sell
16,266
-1,709
-10% -$24.3K 0.01% 1064
2013
Q3 		$256K Sell
17,975
-445
-2% -$6.02K 0.01% 925
2013
Q2 		$245K Buy
+18,420
New +$238K 0.01% 848

Other funds holding PBT

SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors's PBT Position: Q3 2025 in Review

Cambridge Investment Research Advisors sold out of Permian Basin Royalty Trust (PBT) in Q3 2025, closing a stake of 12,385 shares — an estimated $154K sold.

Cambridge Investment Research Advisors first reported a position in PBT in Q2 2013 and held it in 49 quarters. The position peaked at $3.21M in Q1 2023. 95 funds tracked by Wall St. Rank hold PBT as of Q3 2025.

  • Cambridge Investment Research Advisors reported no remaining Permian Basin Royalty Trust position as of Q3 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 12,385 Permian Basin Royalty Trust shares in Q3 2025, an estimated $154K.
  • Cambridge Investment Research Advisors first reported a position in Permian Basin Royalty Trust in Q2 2013 and held it in 49 quarters.
  • Cambridge Investment Research Advisors's Permian Basin Royalty Trust position peaked at $3.21M in Q1 2023.
  • 95 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q3 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.