VWA
PBT

Valued Wealth Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

Valued Wealth 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
2025
Q1 		– Sell
-240
Closed -$2.65K – 667
2024
Q4 		$2.65K Buy
+240
New +$2.88K ﹤0.01% 376

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
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valued Wealth Advisors's PBT Position: Q1 2025 in Review

Valued Wealth Advisors sold out of Permian Basin Royalty Trust (PBT) in Q1 2025, closing a stake of 240 shares — an estimated $2.65K sold.

Valued Wealth Advisors first reported a position in PBT in Q4 2024 and held it in 1 quarter. The position peaked at $2.65K in Q4 2024. 94 funds tracked by Wall St. Rank hold PBT as of Q1 2025.

  • Valued Wealth Advisors reported no remaining Permian Basin Royalty Trust position as of Q1 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 240 Permian Basin Royalty Trust shares in Q1 2025, an estimated $2.65K.
  • Valued Wealth Advisors first reported a position in Permian Basin Royalty Trust in Q4 2024 and held it in 1 quarter.
  • Valued Wealth Advisors's Permian Basin Royalty Trust position peaked at $2.65K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2025.

Based on Valued Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.