Corient Private Wealth
PBT

Corient Private Wealth’s Permian Basin Royalty Trust PBT Stock Holding History

Corient Private Wealth’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 		$407K Sell
18,891
-18,891
-50% -$368K ﹤0.01% 2139
2025
Q4 		$641K Buy
37,782
+18,942
+101% +$339K ﹤0.01% 2166
2025
Q3 		$344K Buy
+18,840
New +$294K ﹤0.01% 2037

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

Corient Private Wealth's PBT Position: Q1 2026 in Review

Corient Private Wealth reduced its Permian Basin Royalty Trust (PBT) stake by 50% in Q1 2026, selling an estimated $368K and leaving 18,891 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #2139.

Corient Private Wealth first reported a position in PBT in Q3 2025 and has held it in 3 quarters since. The position peaked at $641K in Q4 2025. 96 funds tracked by Wall St. Rank hold PBT as of Q1 2026.

  • Corient Private Wealth held 18,891 shares of Permian Basin Royalty Trust worth $407K as of Q1 2026.
  • Corient Private Wealth sold 18,891 Permian Basin Royalty Trust shares in Q1 2026, an estimated $368K.
  • Permian Basin Royalty Trust made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2139 holding.
  • Corient Private Wealth first reported a position in Permian Basin Royalty Trust in Q3 2025 and has held it in 3 quarters since.
  • Corient Private Wealth's Permian Basin Royalty Trust position peaked at $641K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.