Wealth Enhancement Advisory Services
PBT

Wealth Enhancement Advisory Services’s Permian Basin Royalty Trust PBT Stock Holding History

Wealth Enhancement Advisory Services’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 		$436K Buy
16,645
+5,181
+45% +$131K ﹤0.01% 2824
2026
Q1 		$246K Sell
11,464
-1,734
-13% -$33.8K ﹤0.01% 2969
2025
Q4 		$235K Buy
13,198
+182
+1% +$3.26K ﹤0.01% 3138
2025
Q3 		$222K Buy
13,016
+1,574
+14% +$24.5K ﹤0.01% 3038
2025
Q2 		$148K Hold
11,442
– – ﹤0.01% 3071
2025
Q1 		$113K Sell
11,442
-86
-0.7% -$933 ﹤0.01% 2742
2024
Q4 		$127K Sell
11,528
-9,890
-46% -$119K ﹤0.01% 2771
2024
Q3 		$255K Sell
21,418
-500
-2% -$5.63K ﹤0.01% 2284
2024
Q2 		$247K Buy
21,918
+1,150
+6% +$14K ﹤0.01% 2129
2024
Q1 		$251K Buy
+20,768
New +$282K ﹤0.01% 2034
2023
Q4 		– Sell
-11,558
Closed -$245K – 2413
2023
Q3 		$245K Buy
+11,558
New +$262K ﹤0.01% 1865

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's PBT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Permian Basin Royalty Trust (PBT) stake by 45% in Q2 2026, buying an estimated $131K and bringing the position to 16,645 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #2824.

Wealth Enhancement Advisory Services first reported a position in PBT in Q3 2023 and has held it in 11 quarters since. 101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,645 shares of Permian Basin Royalty Trust worth $436K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,181 Permian Basin Royalty Trust shares in Q2 2026, an estimated $131K.
  • Permian Basin Royalty Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2824 holding.
  • Wealth Enhancement Advisory Services first reported a position in Permian Basin Royalty Trust in Q3 2023 and has held it in 11 quarters since.
  • 101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.