Avondale Wealth Management Permian Basin Royalty Trust Transaction History
Avondale Wealth Management
- $164 Million
- Q2 2025
A detailed history of Avondale Wealth Management transactions in Permian Basin Royalty Trust stock. As of the latest transaction made, Avondale Wealth Management holds 7,500 shares of PBT stock, worth $94,725. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,500
Previous 29,000
74.14%
Holding current value
$94,725
Previous $289,000
67.82%
% of portfolio
0.06%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding PBT
# of Institutions
109Shares Held
15.7MCall Options Held
118KPut Options Held
347K-
Soft Vest Advisors, LLC Abilene, TX4.43MShares$55.9 Million3.91% of portfolio
-
Horizon Kinetics Asset Management LLC4.13MShares$52.2 Million0.52% of portfolio
-
Schwartz Investment Counsel Inc Plymouth, MI1.49MShares$18.8 Million0.55% of portfolio
-
Mad River Investors884KShares$11.2 Million5.6% of portfolio
-
Foundation Resource Management Inc643KShares$8.12 Million1.26% of portfolio
About PERMIAN BASIN ROYALTY TRUST
- Ticker PBT
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Midstream
- Shares Outstandng 46,608,800
- Market Cap $589M
- Description
- Permian Basin Royalty Trust, an express trust, holds overriding royalty interests in various oil and gas properties in the United States. The company owns a 75% net overriding royalty interest in the Waddell Ranch properties comprising Dune, Judkins, McKnight, Tubb, Devonian, and Waddell fields located in Crane County, Texas. As of December 31, ...