Avondale Wealth Management Permian Basin Royalty Trust Transaction History
Avondale Wealth Management
- $153 Million
- Q1 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 29,000 shares of PBT stock, worth $287,680. This represents 0.19% of its overall portfolio holdings.
Number of Shares
29,000
Previous 19,000
52.63%
Holding current value
$287,680
Previous $210,000
37.62%
% of portfolio
0.19%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding PBT
# of Institutions
110Shares Held
15.1MCall Options Held
142KPut Options Held
186K-
Soft Vest Advisors, LLC Abilene, TX4.43MShares$43.9 Million4.94% of portfolio
-
Horizon Kinetics Asset Management LLC3.95MShares$39.1 Million0.61% of portfolio
-
Schwartz Investment Counsel Inc Plymouth, MI1.49MShares$14.8 Million0.55% of portfolio
-
Foundation Resource Management Inc648KShares$6.43 Million1.02% of portfolio
-
Moors & Cabot, Inc. Boston, MA594KShares$5.89 Million0.33% of portfolio
About PERMIAN BASIN ROYALTY TRUST
- Ticker PBT
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Midstream
- Shares Outstandng 46,608,800
- Market Cap $462M
- 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, ...