PWA
PBT

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
2026
Q1 		– Sell
-1,333
Closed -$22.6K – 1072
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

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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Principia Wealth Advisory's PBT Position: Q1 2026 in Review

Principia Wealth Advisory sold out of Permian Basin Royalty Trust (PBT) in Q1 2026, closing a stake of 1,333 shares — an estimated $22.6K sold.

Principia Wealth Advisory first reported a position in PBT in Q4 2024 and held it in 5 quarters. The position peaked at $24.3K in Q3 2025. 96 funds tracked by Wall St. Rank hold PBT as of Q1 2026.

  • Principia Wealth Advisory reported no remaining Permian Basin Royalty Trust position as of Q1 2026 after selling out during the quarter.
  • Principia Wealth Advisory sold 1,333 Permian Basin Royalty Trust shares in Q1 2026, an estimated $22.6K.
  • Principia Wealth Advisory first reported a position in Permian Basin Royalty Trust in Q4 2024 and held it in 5 quarters.
  • Principia Wealth Advisory's Permian Basin Royalty Trust position peaked at $24.3K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2026.

Based on Principia Wealth Advisory's 13F filing for Q1 2026, filed 26 Aug 2026.