Bwm Planning, LLC Permian Basin Royalty Trust Transaction History
Bwm Planning, LLC
- $336 Billion
- Q3 2025
A detailed history of Bwm Planning, LLC transactions in Permian Basin Royalty Trust stock. As of the latest transaction made, Bwm Planning, LLC holds 104,397 shares of PBT stock, worth $2.13 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
104,397
Previous 104,397
-0.0%
Holding current value
$2.13 Million
Previous $1.03 Billion
84.16%
% of portfolio
0.57%
Previous 0.44%
Shares
2 transactions
Others Institutions Holding PBT
# of Institutions
111Shares Held
20MCall Options Held
91.8KPut Options Held
950K-
Soft Vest Advisors, LLC Abilene, TX6.22MShares$127 Million23.07% of portfolio
-
Horizon Kinetics Asset Management LLC6.1MShares$125 Million1.6% of portfolio
-
Schwartz Investment Counsel Inc Plymouth, MI985KShares$20.1 Million0.66% of portfolio
-
Mad River Investors922KShares$18.9 Million8.41% of portfolio
-
Foundation Resource Management Inc643KShares$13.1 Million1.74% of portfolio
About PERMIAN BASIN ROYALTY TRUST
- Ticker PBT
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Midstream
- Shares Outstandng 46,608,800
- Market Cap $953M
- 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, ...