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 Q2	$627K	Buy	25,051 +51	+0.2%	+$1.29K	0.12%	91
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 $8.82B AUM 23.05% 1-Year Est. Return

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

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Sense Advisors's PBT Position: Q2 2026 in Review

Financial Sense Advisors increased its Permian Basin Royalty Trust (PBT) stake by 0.2% in Q2 2026, buying an estimated $1.29K and bringing the position to 25,051 shares worth $627K. The position accounts for 0.12% of the portfolio, ranked #91.

Financial Sense Advisors first reported a position in PBT in Q3 2024 and has held it in 8 quarters since. 101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

Financial Sense Advisors held 25,051 shares of Permian Basin Royalty Trust worth $627K as of Q2 2026.
Financial Sense Advisors bought 51 Permian Basin Royalty Trust shares in Q2 2026, an estimated $1.29K.
Permian Basin Royalty Trust made up 0.12% of Financial Sense Advisors's portfolio in Q2 2026, its #91 holding.
Financial Sense Advisors first reported a position in Permian Basin Royalty Trust in Q3 2024 and has held it in 8 quarters since.
101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on Financial Sense Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.