FCM
PBT

Fourpath Capital Management’s Permian Basin Royalty Trust PBT Stock Holding History

Fourpath Capital Management’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 		$232K Buy
+9,271
New +$235K 0.03% 211
2024
Q4 		– Sell
-9,271
Closed -$110K – 603
2024
Q3 		$110K Buy
+9,271
New +$104K 0.02% 275

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

Fourpath Capital Management's PBT Position: Q2 2026 in Review

Fourpath Capital Management opened a new position in Permian Basin Royalty Trust (PBT) in Q2 2026: 9,271 shares worth $232K. The stake represents 0.03% of the portfolio and ranks #211 among its holdings. This is a return to the name: Fourpath Capital Management previously reported a position in PBT as recently as Q3 2024.

Fourpath Capital Management first reported a position in PBT in Q3 2024 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • Fourpath Capital Management held 9,271 shares of Permian Basin Royalty Trust worth $232K as of Q2 2026.
  • Permian Basin Royalty Trust was a new Fourpath Capital Management position in Q2 2026.
  • Permian Basin Royalty Trust made up 0.03% of Fourpath Capital Management's portfolio in Q2 2026, its #211 holding.
  • Fourpath Capital Management first reported a position in Permian Basin Royalty Trust in Q3 2024 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 Fourpath Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.