MWA
PBT

Medallion Wealth Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

Medallion Wealth 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 		$9.62K Hold
384
– – ﹤0.01% 748
2026
Q1 		$8.26K Hold
384
– – ﹤0.01% 791
2025
Q4 		$6.51K Hold
384
– – ﹤0.01% 817
2025
Q3 		$7.01K Hold
384
– – ﹤0.01% 811
2025
Q2 		$4.84K Hold
384
– – ﹤0.01% 839
2025
Q1 		$3.88K Hold
384
– – ﹤0.01% 826
2024
Q4 		$4.23K Buy
+384
New +$4.6K ﹤0.01% 764

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

Medallion Wealth Advisors's PBT Position: Q2 2026 in Review

Medallion Wealth Advisors held its Permian Basin Royalty Trust (PBT) position steady in Q2 2026 at 384 shares worth $9.62K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Medallion Wealth Advisors first reported a position in PBT in Q4 2024 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • Medallion Wealth Advisors held 384 shares of Permian Basin Royalty Trust worth $9.62K as of Q2 2026.
  • Medallion Wealth Advisors left its Permian Basin Royalty Trust share count unchanged in Q2 2026.
  • Permian Basin Royalty Trust made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #748 holding.
  • Medallion Wealth Advisors first reported a position in Permian Basin Royalty Trust in Q4 2024 and has held it in 7 quarters since.
  • 100 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

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