IA
PBT

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

IFP 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
2024
Q2 		– Sell
-423
Closed -$5.12K – 3311
2024
Q1 		$5.12K Sell
423
-433
-51% -$5.88K ﹤0.01% 2449
2023
Q4 		$11.9K Buy
856
+11
+1% +$197 ﹤0.01% 2126
2023
Q3 		$17.9K Buy
845
+4
+0.5% +$91 ﹤0.01% 1993
2023
Q2 		$21K Buy
841
+4
+0.5% +$99 ﹤0.01% 1970
2023
Q1 		$8.15K Buy
837
+275
+49% +$6.55K ﹤0.01% 2380
2022
Q4 		$6K Hold
562
– – ﹤0.01% 3716
2022
Q3 		$6K Hold
562
– – ﹤0.01% 3952
2022
Q2 		$6K Hold
562
– – ﹤0.01% 3703
2022
Q1 		$6K Buy
+562
New +$7.24K ﹤0.01% 3703
2019
Q1 		$5K Buy
600
+500
+500% +$3.64K ﹤0.01% 1869
2018
Q4 		$1K Sell
100
-1,350
-93% -$9.51K ﹤0.01% 3357
2018
Q3 		$12K Hold
1,450
– – ﹤0.01% 2749
2018
Q2 		$14K Sell
1,450
-1,500
-51% -$14.5K ﹤0.01% 2697
2018
Q1 		$26K Hold
2,950
– – ﹤0.01% 2219
2017
Q4 		$26K Sell
2,950
-175
-6% -$1.6K ﹤0.01% 2248
2017
Q3 		$27K Hold
3,125
– – ﹤0.01% 2415
2017
Q2 		$27K Hold
3,125
– – ﹤0.01% 2399
2017
Q1 		$29K Hold
3,125
– – ﹤0.01% 2264
2016
Q4 		$24K Hold
3,125
– – ﹤0.01% 2331
2016
Q3 		$22K Hold
3,125
– – ﹤0.01% 2351
2016
Q2 		$23K Buy
3,125
+2,525
+421% +$17.2K ﹤0.01% 2265
2016
Q1 		$5K Sell
600
-2,525
-81% -$13.9K ﹤0.01% 1868
2015
Q4 		$16K Buy
+3,125
New +$19.3K ﹤0.01% 2294

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

IFP Advisors's PBT Position: Q2 2024 in Review

IFP Advisors sold out of Permian Basin Royalty Trust (PBT) in Q2 2024, closing a stake of 423 shares — an estimated $5.12K sold.

IFP Advisors first reported a position in PBT in Q4 2015 and held it in 23 quarters. The position peaked at $29K in Q1 2017. 81 funds tracked by Wall St. Rank hold PBT as of Q2 2024.

  • IFP Advisors reported no remaining Permian Basin Royalty Trust position as of Q2 2024 after selling out during the quarter.
  • IFP Advisors sold 423 Permian Basin Royalty Trust shares in Q2 2024, an estimated $5.12K.
  • IFP Advisors first reported a position in Permian Basin Royalty Trust in Q4 2015 and held it in 23 quarters.
  • IFP Advisors's Permian Basin Royalty Trust position peaked at $29K in Q1 2017.
  • 81 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.