Financial Sense Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

Financial Sense 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 Q1	$538K	Hold	25,000	–	–	0.11%	105
2025 Q4	$425K	Hold	25,000	–	–	0.08%	111
2025 Q3	$456K	Hold	25,000	–	–	0.08%	119
2025 Q2	$312K	Hold	25,000	–	–	0.07%	116
2025 Q1	$248K	Buy	25,000 +5,000	+25%	+$54.2K	0.07%	102
2024 Q4	$222K	Hold	20,000	–	–	0.07%	101
2024 Q3	$238K	Buy	+20,000	New	+$225K	0.06%	107

Other funds holding PBT

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

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

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Sense Advisors's PBT Position: Q1 2026 in Review

Financial Sense Advisors held its Permian Basin Royalty Trust (PBT) position steady in Q1 2026 at 25,000 shares worth $538K. The position accounts for 0.11% of the portfolio, ranked #105.

Financial Sense Advisors first reported a position in PBT in Q3 2024 and has held it in 7 quarters since. 96 funds tracked by Wall St. Rank hold PBT as of Q1 2026.

Financial Sense Advisors held 25,000 shares of Permian Basin Royalty Trust worth $538K as of Q1 2026.
Financial Sense Advisors left its Permian Basin Royalty Trust share count unchanged in Q1 2026.
Permian Basin Royalty Trust made up 0.11% of Financial Sense Advisors's portfolio in Q1 2026, its #105 holding.
Financial Sense Advisors first reported a position in Permian Basin Royalty Trust in Q3 2024 and has held it in 7 quarters since.
96 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2026.

Based on Financial Sense Advisors's 13F filing for Q1 2026, filed 14 May 2026.