MAWAG
PBT

Mid-American Wealth Advisory Group’s Permian Basin Royalty Trust PBT Stock Holding History

Mid-American Wealth Advisory Group’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
2025
Q3 		– Sell
-437
Closed -$5.43K – 233
2025
Q2 		$5.43K Buy
+437
New +$4.65K ﹤0.01% 221

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
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mid-American Wealth Advisory Group's PBT Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Permian Basin Royalty Trust (PBT) in Q3 2025, closing a stake of 437 shares — an estimated $5.43K sold.

Mid-American Wealth Advisory Group first reported a position in PBT in Q2 2025 and held it in 1 quarter. The position peaked at $5.43K in Q2 2025. 95 funds tracked by Wall St. Rank hold PBT as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Permian Basin Royalty Trust position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 437 Permian Basin Royalty Trust shares in Q3 2025, an estimated $5.43K.
  • Mid-American Wealth Advisory Group first reported a position in Permian Basin Royalty Trust in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Permian Basin Royalty Trust position peaked at $5.43K in Q2 2025.
  • 95 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.