IAA
PBT

Independent Advisor Alliance’s Permian Basin Royalty Trust PBT Stock Holding History

Independent Advisor Alliance’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
Q4 		– Sell
-70,403
Closed -$837K – 1368
2024
Q3 		$837K Buy
+70,403
New +$792K 0.03% 359

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
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Independent Advisor Alliance's PBT Position: Q4 2024 in Review

Independent Advisor Alliance sold out of Permian Basin Royalty Trust (PBT) in Q4 2024, closing a stake of 70,403 shares — an estimated $837K sold.

Independent Advisor Alliance first reported a position in PBT in Q3 2024 and held it in 1 quarter. The position peaked at $837K in Q3 2024. 97 funds tracked by Wall St. Rank hold PBT as of Q4 2024.

  • Independent Advisor Alliance reported no remaining Permian Basin Royalty Trust position as of Q4 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 70,403 Permian Basin Royalty Trust shares in Q4 2024, an estimated $837K.
  • Independent Advisor Alliance first reported a position in Permian Basin Royalty Trust in Q3 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's Permian Basin Royalty Trust position peaked at $837K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q4 2024.

Based on Independent Advisor Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.