CA
PBT

Clearstead Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

Clearstead 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
Q2 		– Sell
-86
Closed -$857 – 2838
2025
Q1 		$857 Hold
86
– – ﹤0.01% 2005
2024
Q4 		$953 Buy
86
+1
+1% +$12 ﹤0.01% 1928
2024
Q3 		$1.01K Buy
85
+1
+1% +$11 ﹤0.01% 1917
2024
Q2 		$944 Buy
84
+1
+1% +$12 ﹤0.01% 1901
2024
Q1 		$1.09K Buy
83
+1
+1% +$14 ﹤0.01% 1397
2023
Q4 		$1.14K Sell
82
-80
-49% -$1.43K ﹤0.01% 1386
2023
Q3 		$3.43K Buy
162
+82
+103% +$1.86K ﹤0.01% 1313
2023
Q2 		$2K Buy
80
+50
+167% +$1.24K ﹤0.01% 1153
2023
Q1 		$732 Buy
+30
New +$714 ﹤0.01% 1269

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Clearstead Advisors's PBT Position: Q2 2025 in Review

Clearstead Advisors sold out of Permian Basin Royalty Trust (PBT) in Q2 2025, closing a stake of 86 shares — an estimated $857 sold.

Clearstead Advisors first reported a position in PBT in Q1 2023 and held it in 9 quarters. The position peaked at $3.43K in Q3 2023. 95 funds tracked by Wall St. Rank hold PBT as of Q2 2025.

  • Clearstead Advisors reported no remaining Permian Basin Royalty Trust position as of Q2 2025 after selling out during the quarter.
  • Clearstead Advisors sold 86 Permian Basin Royalty Trust shares in Q2 2025, an estimated $857.
  • Clearstead Advisors first reported a position in Permian Basin Royalty Trust in Q1 2023 and held it in 9 quarters.
  • Clearstead Advisors's Permian Basin Royalty Trust position peaked at $3.43K in Q3 2023.
  • 95 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.