Parallel Advisors
PBT icon

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

Parallel 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
Q3 		$1.98K Buy
+63
New +$1.99K ﹤0.01% 3649
2022
Q4 		– Sell
-362
Closed -$6K – 3477
2022
Q3 		$6K Buy
+362
New +$6.3K ﹤0.01% 2224

Other funds holding PBT

Mad River Investors
Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Atlas Wealth Partners
Atlas Wealth Partners Wyomissing, Pennsylvania $97.1M AUM 14.23% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Promethium Advisors
Promethium Advisors Bethesda, Maryland $203M AUM 21.58% 1-Year Est. Return
Avondale Wealth Management
Avondale Wealth Management West Lake Hills, Texas $227M AUM 19.33% 1-Year Est. Return
PAS
PKS Advisory Services Albany, New York $624M AUM 15.91% 1-Year Est. Return

Parallel Advisors's PBT Position: Q3 2026 in Review

Parallel Advisors opened a new position in Permian Basin Royalty Trust (PBT) in Q3 2026: 63 shares worth $1.98K. The stake represents ﹤0.01% of the portfolio and ranks #3649 among its holdings. This is a return to the name: Parallel Advisors previously reported a position in PBT as recently as Q3 2022.

Parallel Advisors first reported a position in PBT in Q3 2022 and has held it in 2 quarters since. The position peaked at $6K in Q3 2022. 38 funds tracked by Wall St. Rank hold PBT as of Q3 2026.

  • Parallel Advisors held 63 shares of Permian Basin Royalty Trust worth $1.98K as of Q3 2026.
  • Permian Basin Royalty Trust was a new Parallel Advisors position in Q3 2026.
  • Permian Basin Royalty Trust made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #3649 holding.
  • Parallel Advisors first reported a position in Permian Basin Royalty Trust in Q3 2022 and has held it in 2 quarters since.
  • Parallel Advisors's Permian Basin Royalty Trust position peaked at $6K in Q3 2022.
  • 38 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.