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

Promethium 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 Q2	$1.71M	Hold	68,298	–	–	0.82%	37
2026 Q1	$1.47M	Sell	68,298 -20	-0%	-$389	0.76%	41
2025 Q4	$1.16M	Sell	68,318 -100	-0.1%	-$1.79K	0.63%	48
2025 Q3	$1.26M	Sell	68,418 -2,812	-4%	-$43.8K	0.72%	43
2025 Q2	$887K	Sell	71,230 -60,599	-46%	-$644K	0.54%	56
2025 Q1	$1.31M	Buy	131,829 +41,797	+46%	+$453K	0.84%	39
2024 Q4	$997K	Buy	+90,032	New	+$1.08M	0.68%	45

Other funds holding PBT

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

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

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Promethium Advisors's PBT Position: Q2 2026 in Review

Promethium Advisors held its Permian Basin Royalty Trust (PBT) position steady in Q2 2026 at 68,298 shares worth $1.71M. The position accounts for 0.82% of the portfolio, ranked #37.

Promethium Advisors first reported a position in PBT in Q4 2024 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

Promethium Advisors held 68,298 shares of Permian Basin Royalty Trust worth $1.71M as of Q2 2026.
Promethium Advisors left its Permian Basin Royalty Trust share count unchanged in Q2 2026.
Permian Basin Royalty Trust made up 0.82% of Promethium Advisors's portfolio in Q2 2026, its #37 holding.
Promethium Advisors first reported a position in Permian Basin Royalty Trust in Q4 2024 and has held it in 7 quarters since.
101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on Promethium Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.