SWM
PBT

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

Sugarloaf 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
2024
Q4 		$17.3K Buy
1,562
+510
+48% +$6.11K ﹤0.01% 422
2024
Q3 		$12.5K Hold
1,052
– – ﹤0.01% 476
2024
Q2 		$11.8K Buy
1,052
+28
+3% +$340 ﹤0.01% 456
2024
Q1 		$12.4K Buy
+1,024
New +$13.9K ﹤0.01% 461

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
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sugarloaf Wealth Management's PBT Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Permian Basin Royalty Trust (PBT) stake by 48% in Q4 2024, buying an estimated $6.11K and bringing the position to 1,562 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Sugarloaf Wealth Management first reported a position in PBT in Q1 2024 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold PBT as of Q4 2024.

  • Sugarloaf Wealth Management held 1,562 shares of Permian Basin Royalty Trust worth $17.3K as of Q4 2024.
  • Sugarloaf Wealth Management bought 510 Permian Basin Royalty Trust shares in Q4 2024, an estimated $6.11K.
  • Permian Basin Royalty Trust made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #422 holding.
  • Sugarloaf Wealth Management first reported a position in Permian Basin Royalty Trust in Q1 2024 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.