SWM
PBT

Spire Wealth Management’s Permian Basin Royalty Trust PBT Stock Holding History

Spire Wealth Management’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
Q2 		– Sell
-750
Closed -$7.4K – 2507
2025
Q1 		$7.4K Hold
750
– – ﹤0.01% 1939
2024
Q4 		$8.27K Hold
750
– – ﹤0.01% 1891
2024
Q3 		$8.9K Hold
750
– – ﹤0.01% 1665
2024
Q2 		$8.41K Hold
750
– – ﹤0.01% 1683
2024
Q1 		$9.04K Hold
750
– – ﹤0.01% 1743
2023
Q4 		$11K Hold
750
– – ﹤0.01% 1733
2023
Q3 		$15.9K Hold
750
– – ﹤0.01% 1587
2023
Q2 		$18.7K Buy
+750
New +$18.5K ﹤0.01% 1614

Other funds holding PBT

SA
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
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
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

Spire Wealth Management's PBT Position: Q2 2025 in Review

Spire Wealth Management sold out of Permian Basin Royalty Trust (PBT) in Q2 2025, closing a stake of 750 shares — an estimated $7.4K sold.

Spire Wealth Management first reported a position in PBT in Q2 2023 and held it in 8 quarters. The position peaked at $18.7K in Q2 2023. 95 funds tracked by Wall St. Rank hold PBT as of Q2 2025.

  • Spire Wealth Management reported no remaining Permian Basin Royalty Trust position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 750 Permian Basin Royalty Trust shares in Q2 2025, an estimated $7.4K.
  • Spire Wealth Management first reported a position in Permian Basin Royalty Trust in Q2 2023 and held it in 8 quarters.
  • Spire Wealth Management's Permian Basin Royalty Trust position peaked at $18.7K in Q2 2023.
  • 95 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.