HighTower Advisors
PBT

HighTower Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

HighTower 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 		$1.77M Sell
70,760
-828
-1% -$21K ﹤0.01% 1851
2026
Q1 		$1.54M Sell
71,588
-109
-0.2% -$2.12K ﹤0.01% 1878
2025
Q4 		$1.22M Buy
71,697
+604
+0.8% +$10.8K ﹤0.01% 1983
2025
Q3 		$1.3M Buy
71,093
+30,556
+75% +$476K ﹤0.01% 1916
2025
Q2 		$505K Buy
40,537
+11,556
+40% +$123K ﹤0.01% 2518
2025
Q1 		$287K Sell
28,981
-184
-0.6% -$2K ﹤0.01% 2900
2024
Q4 		$323K Sell
29,165
-121
-0.4% -$1.45K ﹤0.01% 2835
2024
Q3 		$349K Sell
29,286
-525
-2% -$5.91K ﹤0.01% 2699
2024
Q2 		$336K Buy
29,811
+322
+1% +$3.91K ﹤0.01% 2631
2024
Q1 		$356K Buy
29,489
+3,376
+13% +$45.9K ﹤0.01% 2552
2023
Q4 		$364K Buy
26,113
+318
+1% +$5.69K ﹤0.01% 2567
2023
Q3 		$547K Buy
25,795
+252
+1% +$5.71K ﹤0.01% 2176
2023
Q2 		$636K Buy
25,543
+89
+0.3% +$2.2K ﹤0.01% 2036
2023
Q1 		$621K Buy
25,454
+2,898
+13% +$69K ﹤0.01% 1968
2022
Q4 		$570K Buy
22,556
+1,448
+7% +$29.9K ﹤0.01% 2041
2022
Q3 		$345K Buy
21,108
+7,362
+54% +$128K ﹤0.01% 2258
2022
Q2 		$228K Buy
13,746
+1,814
+15% +$28.1K ﹤0.01% 2543
2022
Q1 		$148K Buy
+11,932
New +$154K ﹤0.01% 2909
2015
Q2 		– Sell
-14,495
Closed -$741K – 1688
2015
Q1 		$741K Buy
+14,495
New +$137K 0.01% 926

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

HighTower Advisors's PBT Position: Q2 2026 in Review

HighTower Advisors reduced its Permian Basin Royalty Trust (PBT) stake by 1.2% in Q2 2026, selling an estimated $21K and leaving 70,760 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

HighTower Advisors first reported a position in PBT in Q1 2015 and has held it in 19 quarters since. 101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • HighTower Advisors held 70,760 shares of Permian Basin Royalty Trust worth $1.77M as of Q2 2026.
  • HighTower Advisors sold 828 Permian Basin Royalty Trust shares in Q2 2026, an estimated $21K.
  • Permian Basin Royalty Trust made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1851 holding.
  • HighTower Advisors first reported a position in Permian Basin Royalty Trust in Q1 2015 and has held it in 19 quarters since.
  • 101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.