PBT Smart Money
Permian Basin Royalty Trust
1W: -2.5%
1M: +1.0%
3M: +13.6%
YTD: +88.5%
1Y: +83.9%
3Y: +75.2%
5Y: +448.4%
$33.08
-0.51 (-1.52%)
Weekly Expected Move ±4.5%
$31
$32
$34
$35
$37
Credit Risk of going bust: not rated Debt: 0.0% of company value Bonds: none of note held by US funds details ▾
Not rated: no debt. Altman Z'' 48.22.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026114
Institutions Holding
+2 vs prior
32.7%
Ownership
+4.68%
16
New
29
Increased
35
Reduced
10
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025-07-03 | SoftVest GP I, LLC | 10% owner | P-Purchase | 2,000 | $12.80 | $26K | Filing |
| 2025-07-03 | SoftVest, LP | 10% owner | P-Purchase | 2,000 | $12.80 | $26K | Filing |
| 2025-07-03 | SoftVest Advisors, LLC | 10% owner | P-Purchase | 2,000 | $12.80 | $26K | Filing |
| 2025-07-03 | OLIVER ERIC L | 10% owner | P-Purchase | 2,000 | $12.80 | $26K | Filing |
| 2025-07-02 | SoftVest GP I, LLC | 10% owner | P-Purchase | 6,483 | $12.78 | $83K | Filing |
| 2025-07-02 | SoftVest, LP | 10% owner | P-Purchase | 6,483 | $12.78 | $83K | Filing |
| 2025-07-02 | SoftVest Advisors, LLC | 10% owner | P-Purchase | 6,483 | $12.78 | $83K | Filing |
| 2025-07-02 | OLIVER ERIC L | 10% owner | P-Purchase | 6,483 | $12.78 | $83K | Filing |
| 2025-07-01 | SoftVest GP I, LLC | 10% owner | P-Purchase | 2,000 | $12.40 | $25K | Filing |
| 2025-07-01 | SoftVest, LP | 10% owner | P-Purchase | 2,000 | $12.40 | $25K | Filing |
| 2025-07-01 | SoftVest Advisors, LLC | 10% owner | P-Purchase | 2,000 | $12.40 | $25K | Filing |
| 2025-07-01 | OLIVER ERIC L | 10% owner | P-Purchase | 2,000 | $12.40 | $25K | Filing |
| 2025-06-30 | SoftVest GP I, LLC | 10% owner | P-Purchase | 4,000 | $12.46 | $50K | Filing |
| 2025-06-30 | SoftVest, LP | 10% owner | P-Purchase | 4,000 | $12.46 | $50K | Filing |
| 2025-06-30 | SoftVest Advisors, LLC | 10% owner | P-Purchase | 4,000 | $12.46 | $50K | Filing |
| 2025-06-30 | OLIVER ERIC L | 10% owner | P-Purchase | 4,000 | $12.46 | $50K | Filing |
| 2025-06-27 | SoftVest GP I, LLC | 10% owner | P-Purchase | 6,898 | $12.51 | $86K | Filing |
| 2025-06-27 | SoftVest, LP | 10% owner | P-Purchase | 6,898 | $12.51 | $86K | Filing |
| 2025-06-27 | SoftVest Advisors, LLC | 10% owner | P-Purchase | 6,898 | $12.51 | $86K | Filing |
| 2025-06-27 | OLIVER ERIC L | 10% owner | P-Purchase | 6,898 | $12.51 | $86K | Filing |
| 2025-06-26 | SoftVest Advisors, LLC | 10% owner | P-Purchase | 2,000 | $12.31 | $25K | Filing |
| 2025-06-26 | SoftVest GP I, LLC | 10% owner | P-Purchase | 2,000 | $12.31 | $25K | Filing |
| 2025-06-26 | SoftVest, LP | 10% owner | P-Purchase | 2,000 | $12.31 | $25K | Filing |
| 2025-06-26 | OLIVER ERIC L | 10% owner | P-Purchase | 2,000 | $12.31 | $25K | Filing |
| 2025-06-25 | OLIVER ERIC L | 10% owner | P-Purchase | 4,000 | $12.05 | $48K | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 6,729,289 | $169M | +349,597 | 2026-06-30 | Filing |
| SoftVest Advisors, LLC | 6,217,107 | $156M | — | 2026-06-30 | Filing |
| MAD RIVER INVESTORS | 1,005,152 | $25M | +2,012 | 2026-06-30 | Filing |
| SCHWARTZ INVESTMENT COUNSEL INC | 933,719 | $23M | — | 2026-06-30 | Filing |
| FOUNDATION RESOURCE MANAGEMENT INC | 626,331 | $16M | -3,876 | 2026-06-30 | Filing |
| Moors & Cabot, Inc. | 570,161 | $14M | -18,481 | 2026-06-30 | Filing |
| COMMONWEALTH EQUITY SERVICES, LLC | 424,229 | $11M | +155,244 | 2026-06-30 | Filing |
| HRT FINANCIAL LP | 276,005 | $7M | +105,179 | 2026-06-30 | Filing |
| Advisory Services Network, LLC | 249,595 | $6M | -1,841 | 2026-06-30 | Filing |
| WELLS FARGO & COMPANY/MN | 219,718 | $6M | -11,004 | 2026-06-30 | Filing |
| Beacon Pointe Advisors, LLC | 213,303 | $5M | +55,470 | 2026-06-30 | Filing |
| SEI INVESTMENTS CO | 211,000 | $5M | -211,000 | 2026-06-30 | Filing |
| MORGAN STANLEY | 206,151 | $5M | -94,753 | 2026-06-30 | Filing |
| SteelPeak Wealth, LLC | 199,449 | $5M | +8,346 | 2026-06-30 | Filing |
| LPL Financial LLC | 197,716 | $5M | -13,524 | 2026-06-30 | Filing |
| Lido Advisors, LLC | 117,842 | $3M | -4,195 | 2026-06-30 | Filing |
| JPMORGAN CHASE & CO | 109,412 | $3M | -17,200 | 2026-06-30 | Filing |
| BWM Planning, LLC | 104,397 | $3M | — | 2026-06-30 | Filing |
| RAYMOND JAMES FINANCIAL INC | 95,270 | $2M | +11,086 | 2026-06-30 | Filing |
| Atlas Wealth Partners, LLC | 82,241 | $2M | +1,097 | 2026-06-30 | Filing |