CA
PBT

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

CoreCap 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
2026
Q2 		$5.01K Hold
200
– – ﹤0.01% 2286
2026
Q1 		$4.3K Hold
200
– – ﹤0.01% 2221
2025
Q4 		$3.39K Hold
200
– – ﹤0.01% 2336
2025
Q3 		$3.65K Hold
200
– – ﹤0.01% 2251
2025
Q2 		$2.49K Buy
+200
New +$2.13K ﹤0.01% 2271

Other funds holding PBT

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
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
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

CoreCap Advisors's PBT Position: Q2 2026 in Review

CoreCap Advisors held its Permian Basin Royalty Trust (PBT) position steady in Q2 2026 at 200 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

CoreCap Advisors first reported a position in PBT in Q2 2025 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • CoreCap Advisors held 200 shares of Permian Basin Royalty Trust worth $5.01K as of Q2 2026.
  • CoreCap Advisors left its Permian Basin Royalty Trust share count unchanged in Q2 2026.
  • Permian Basin Royalty Trust made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2286 holding.
  • CoreCap Advisors first reported a position in Permian Basin Royalty Trust in Q2 2025 and has held it in 5 quarters since.
  • 15 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.