SA
PBT

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

SoftVest 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
2022
Q1 		– Sell
-1,041,400
Closed -$10.5M – 10
2021
Q4 		$10.5M Buy
+1,041,400
New +$8.59M 3.19% 5

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HF
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

SoftVest Advisors's PBT Position: Q2 2026 in Review

SoftVest Advisors held its Permian Basin Royalty Trust (PBT) position steady in Q2 2026 at 6,217,107 shares worth $156M. The position accounts for 16.9% of the portfolio, ranked #3.

SoftVest Advisors first reported a position in PBT in Q1 2020 and has held it in 26 quarters since. 101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • SoftVest Advisors held 6,217,107 shares of Permian Basin Royalty Trust worth $156M as of Q2 2026.
  • SoftVest Advisors left its Permian Basin Royalty Trust share count unchanged in Q2 2026.
  • Permian Basin Royalty Trust made up 16.9% of SoftVest Advisors's portfolio in Q2 2026, its #3 holding.
  • SoftVest Advisors first reported a position in Permian Basin Royalty Trust in Q1 2020 and has held it in 26 quarters since.
  • 101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on SoftVest Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.