Stratos Wealth Partners
PBT icon

Stratos Wealth Partners’s Permian Basin Royalty Trust PBT Stock Holding History

Stratos Wealth Partners’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 		$564K Sell
17,914
-1,698
-9% -$53.7K 0.01% 1094
2026
Q2 		$491K Buy
19,612
+30
+0.2% +$759 ﹤0.01% 1156
2026
Q1 		$421K Buy
19,582
+101
+0.5% +$1.97K ﹤0.01% 1138
2025
Q4 		$331K Buy
19,481
+51
+0.3% +$914 ﹤0.01% 1231
2025
Q3 		$355K Sell
19,430
-840
-4% -$13.1K ﹤0.01% 1171
2025
Q2 		$253K Buy
20,270
+9,620
+90% +$102K ﹤0.01% 1213
2025
Q1 		$106K Sell
10,650
-286
-3% -$3.1K ﹤0.01% 1318
2024
Q4 		$121K Buy
+10,936
New +$131K ﹤0.01% 1388
2023
Q4 		– Sell
-9,478
Closed -$201K – 1413
2023
Q3 		$201K Sell
9,478
-714
-7% -$16.2K ﹤0.01% 1176
2023
Q2 		$254K Sell
10,192
-581
-5% -$14.3K 0.01% 1014
2023
Q1 		$263K Buy
+10,773
New +$256K 0.01% 925

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Schwartz Investment Counsel
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Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Moors & Cabot
Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.32B AUM 29.07% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Stratos Wealth Partners's PBT Position: Q3 2026 in Review

Stratos Wealth Partners reduced its Permian Basin Royalty Trust (PBT) stake by 8.7% in Q3 2026, selling an estimated $53.7K and leaving 17,914 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #1094.

Stratos Wealth Partners first reported a position in PBT in Q1 2023 and has held it in 11 quarters since. 84 funds tracked by Wall St. Rank hold PBT as of Q3 2026.

  • Stratos Wealth Partners held 17,914 shares of Permian Basin Royalty Trust worth $564K as of Q3 2026.
  • Stratos Wealth Partners sold 1,698 Permian Basin Royalty Trust shares in Q3 2026, an estimated $53.7K.
  • Permian Basin Royalty Trust made up 0.01% of Stratos Wealth Partners's portfolio in Q3 2026, its #1094 holding.
  • Stratos Wealth Partners first reported a position in Permian Basin Royalty Trust in Q1 2023 and has held it in 11 quarters since.
  • 84 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q3 2026.

Based on Stratos Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.