SW
PBT

SteelPeak Wealth’s Permian Basin Royalty Trust PBT Stock Holding History

SteelPeak Wealth’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 		– Hold
0
– – – 492
2026
Q1 		– Hold
0
– – – 294

Other funds holding PBT

AWM
Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

SteelPeak Wealth's PBT Position: Q2 2026 in Review

SteelPeak Wealth increased its Permian Basin Royalty Trust (PBT) stake by 4.4% in Q2 2026, buying an estimated $211K and bringing the position to 199,449 shares worth $5M. The position accounts for 0.13% of the portfolio, ranked #127.

SteelPeak Wealth first reported a position in PBT in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • SteelPeak Wealth held 199,449 shares of Permian Basin Royalty Trust worth $5M as of Q2 2026.
  • SteelPeak Wealth bought 8,346 Permian Basin Royalty Trust shares in Q2 2026, an estimated $211K.
  • Permian Basin Royalty Trust made up 0.13% of SteelPeak Wealth's portfolio in Q2 2026, its #127 holding.
  • SteelPeak Wealth first reported a position in Permian Basin Royalty Trust in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.