EWP
PBT

Elevation Wealth Partners’s Permian Basin Royalty Trust PBT Stock Holding History

Elevation Wealth Partners’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
Q3 		– Sell
-100
Closed -$1.24K – 877
2025
Q2 		$1.24K Buy
+100
New +$1.06K ﹤0.01% 436

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Elevation Wealth Partners's PBT Position: Q3 2025 in Review

Elevation Wealth Partners sold out of Permian Basin Royalty Trust (PBT) in Q3 2025, closing a stake of 100 shares — an estimated $1.24K sold.

Elevation Wealth Partners first reported a position in PBT in Q2 2025 and held it in 1 quarter. The position peaked at $1.24K in Q2 2025. 95 funds tracked by Wall St. Rank hold PBT as of Q3 2025.

  • Elevation Wealth Partners reported no remaining Permian Basin Royalty Trust position as of Q3 2025 after selling out during the quarter.
  • Elevation Wealth Partners sold 100 Permian Basin Royalty Trust shares in Q3 2025, an estimated $1.24K.
  • Elevation Wealth Partners first reported a position in Permian Basin Royalty Trust in Q2 2025 and held it in 1 quarter.
  • Elevation Wealth Partners's Permian Basin Royalty Trust position peaked at $1.24K in Q2 2025.
  • 95 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q3 2025.

Based on Elevation Wealth Partners's 13F filing for Q3 2025, filed 6 Oct 2025.