CI
PBT

CX Institutional’s Permian Basin Royalty Trust PBT Stock Holding History

CX Institutional’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 		$53K Buy
2,109
+939
+80% +$23.8K ﹤0.01% 973
2026
Q1 		$25K Buy
+1,170
New +$22.8K ﹤0.01% 1087

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CX Institutional's PBT Position: Q2 2026 in Review

CX Institutional increased its Permian Basin Royalty Trust (PBT) stake by 80% in Q2 2026, buying an estimated $23.8K and bringing the position to 2,109 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

CX Institutional first reported a position in PBT in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • CX Institutional held 2,109 shares of Permian Basin Royalty Trust worth $53K as of Q2 2026.
  • CX Institutional bought 939 Permian Basin Royalty Trust shares in Q2 2026, an estimated $23.8K.
  • Permian Basin Royalty Trust made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #973 holding.
  • CX Institutional first reported a position in Permian Basin Royalty Trust in Q1 2026 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.