CX Institutional
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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
Q3 		$87K Buy
2,773
+664
+31% +$21K ﹤0.01% 903
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

Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
PA
Promethium Advisors Bethesda, Maryland $203M AUM 21.58% 1-Year Est. Return
AWM
Avondale Wealth Management West Lake Hills, Texas $227M AUM 19.33% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Fourpath Capital Management
Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

CX Institutional's PBT Position: Q3 2026 in Review

CX Institutional increased its Permian Basin Royalty Trust (PBT) stake by 31% in Q3 2026, buying an estimated $21K and bringing the position to 2,773 shares worth $87K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

CX Institutional first reported a position in PBT in Q1 2026 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold PBT as of Q3 2026.

  • CX Institutional held 2,773 shares of Permian Basin Royalty Trust worth $87K as of Q3 2026.
  • CX Institutional bought 664 Permian Basin Royalty Trust shares in Q3 2026, an estimated $21K.
  • Permian Basin Royalty Trust made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #903 holding.
  • CX Institutional first reported a position in Permian Basin Royalty Trust in Q1 2026 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.