PI
PBT

PEAK6 Investments’s Permian Basin Royalty Trust PBT Stock Holding History

PEAK6 Investments’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
Q3 		$83.3K Buy
+7,006
New +$78.8K ﹤0.01% 3025
2022
Q2 		– Sell
-11,454
Closed -$143K – 6412
2022
Q1 		$143K Buy
+11,454
New +$148K ﹤0.01% 4095

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
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return

PEAK6 Investments's PBT Position: Q3 2024 in Review

PEAK6 Investments opened a new position in Permian Basin Royalty Trust (PBT) in Q3 2024: 7,006 shares worth $83.3K. The stake represents ﹤0.01% of the portfolio and ranks #3025 among its holdings. This is a return to the name: PEAK6 Investments previously reported a position in PBT as recently as Q1 2022.

PEAK6 Investments first reported a position in PBT in Q1 2022 and has held it in 2 quarters since. The position peaked at $143K in Q1 2022. 87 funds tracked by Wall St. Rank hold PBT as of Q3 2024.

  • PEAK6 Investments held 7,006 shares of Permian Basin Royalty Trust worth $83.3K as of Q3 2024.
  • Permian Basin Royalty Trust was a new PEAK6 Investments position in Q3 2024.
  • Permian Basin Royalty Trust made up ﹤0.01% of PEAK6 Investments's portfolio in Q3 2024, its #3025 holding.
  • PEAK6 Investments first reported a position in Permian Basin Royalty Trust in Q1 2022 and has held it in 2 quarters since.
  • PEAK6 Investments's Permian Basin Royalty Trust position peaked at $143K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q3 2024.

Based on PEAK6 Investments's 13F filing for Q3 2024, filed 14 Nov 2024.