Principia Wealth Advisory’s Permian Basin Royalty Trust PBT Stock Holding History

Principia Wealth Advisory’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 Q4	$22.6K	Hold	1,333	–	–	0.01%	148
2025 Q3	$24.3K	Hold	1,333	–	–	0.02%	157
2025 Q2	$16.6K	Hold	1,333	–	–	0.01%	139
2025 Q1	$12.7K	Hold	1,333	–	–	0.01%	122
2024 Q4	$14.7K	Buy	+1,333	New	+$16K	0.01%	111

Other funds holding PBT

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

MRI

Mad River Investors Boston, Massachusetts $278M AUM 32.21% 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

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Principia Wealth Advisory's PBT Position: Q4 2025 in Review

Principia Wealth Advisory held its Permian Basin Royalty Trust (PBT) position steady in Q4 2025 at 1,333 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #148.

Principia Wealth Advisory first reported a position in PBT in Q4 2024 and has held it in 5 quarters since. The position peaked at $24.3K in Q3 2025. 103 funds tracked by Wall St. Rank hold PBT as of Q4 2025.

Principia Wealth Advisory held 1,333 shares of Permian Basin Royalty Trust worth $22.6K as of Q4 2025.
Principia Wealth Advisory left its Permian Basin Royalty Trust share count unchanged in Q4 2025.
Permian Basin Royalty Trust made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #148 holding.
Principia Wealth Advisory first reported a position in Permian Basin Royalty Trust in Q4 2024 and has held it in 5 quarters since.
Principia Wealth Advisory's Permian Basin Royalty Trust position peaked at $24.3K in Q3 2025.
103 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.