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 Q3	$2.09M	Sell	66,479 -1,819	-3%	-$57.6K	1.03%	31
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

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Avondale Wealth Management West Lake Hills, Texas $227M AUM 19.33% 1-Year Est. Return

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Promethium Advisors's PBT Position: Q3 2026 in Review

Promethium Advisors reduced its Permian Basin Royalty Trust (PBT) stake by 2.7% in Q3 2026, selling an estimated $57.6K and leaving 66,479 shares worth $2.09M. The position accounts for 1.03% of the portfolio, ranked #31.

Promethium Advisors first reported a position in PBT in Q4 2024 and has held it in 8 quarters since. 20 funds tracked by Wall St. Rank hold PBT as of Q3 2026.

Promethium Advisors held 66,479 shares of Permian Basin Royalty Trust worth $2.09M as of Q3 2026.
Promethium Advisors sold 1,819 Permian Basin Royalty Trust shares in Q3 2026, an estimated $57.6K.
Permian Basin Royalty Trust made up 1.03% of Promethium Advisors's portfolio in Q3 2026, its #31 holding.
Promethium Advisors first reported a position in Permian Basin Royalty Trust in Q4 2024 and has held it in 8 quarters since.
20 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q3 2026.

Based on Promethium Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.