Principia Wealth Advisory, LLC Permian Basin Royalty Trust Transaction History
Principia Wealth Advisory, LLC
- $104 Billion
- Q1 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Permian Basin Royalty Trust stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 1,333 shares of PBT stock, worth $13,290. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,333
Previous 1,333
-0.0%
Holding current value
$13,290
Previous $14.7 Million
13.7%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding PBT
# of Institutions
109Shares Held
14.8MCall Options Held
142KPut Options Held
186K-
Soft Vest Advisors, LLC Abilene, TX4.43MShares$44.2 Million4.94% of portfolio
-
Horizon Kinetics Asset Management LLC3.95MShares$39.3 Million0.61% of portfolio
-
Schwartz Investment Counsel Inc Plymouth, MI1.39MShares$13.8 Million0.6% of portfolio
-
Foundation Resource Management Inc648KShares$6.46 Million1.02% of portfolio
-
Moors & Cabot, Inc. Boston, MA594KShares$5.92 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 $465M
- 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, ...