Soft Vest Advisors, LLC Permian Basin Royalty Trust Transaction History

Soft Vest Advisors, LLC

$795 Million
Q2 2025

A detailed history of Soft Vest Advisors, LLC transactions in Permian Basin Royalty Trust stock. As of the latest transaction made, Soft Vest Advisors, LLC holds 6,206,624 shares of PBT stock, worth $102 Million. This represents 9.72% of its overall portfolio holdings.

Number of Shares

6,206,624

Previous 4,429,695 40.11%

Holding current value

$102 Million

Previous $43.9 Million 76.17%

% of portfolio

9.72%

Previous 3.91%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$8.81 - $12.46 $15.7 Million - $22.1 Million	1,776,929 Added 40.11%	6,206,624 $77.3 Million
Q3 2024 Nov 14, 2024	BUY	$10.5 - $12.01 $540,750 - $618,515	51,500 Added 1.18%	4,429,695 $52.7 Million
Q2 2024 Aug 13, 2024	BUY	$10.75 - $13.46 $860,000 - $1.08 Million	80,000 Added 1.86%	4,378,195 $49.3 Million
Q1 2024 May 14, 2024	BUY	$11.16 - $15.65 $1.68 Million - $2.35 Million	150,100 Added 3.62%	4,298,195 $52 Million
Q4 2022 Feb 14, 2023	BUY	$17.34 - $25.2 $691,866 - $1.01 Million	39,900 Added 0.97%	4,148,095 $105 Million
Q2 2022 Aug 12, 2022	BUY	$11.5 - $21.69 $2.97 Million - $5.61 Million	258,656 Added 6.72%	4,108,195 $68 Million
Q1 2022 May 13, 2022	BUY	$10.26 - $14.34 $11.1 Million - $15.5 Million	1,081,400 Added 39.07%	3,849,539 $48.2 Million
Q4 2021 Feb 14, 2022	BUY	$5.92 - $10.1 $3.2 Million - $5.45 Million	539,770 Added 24.22%	2,768,139 $28 Million
Q3 2021 Nov 15, 2021	BUY	$4.65 - $5.73 $1.59 Million - $1.96 Million	341,364 Added 18.09%	2,228,369 $12.8 Million
Q1 2021 May 17, 2021	BUY	$3.35 - $4.7 $781,447 - $1.1 Million	233,268 Added 14.11%	1,887,005 $7.51 Million
Q4 2020 Feb 16, 2021	BUY	$2.19 - $3.52 $2.53 Million - $4.06 Million	1,153,737 Added 230.75%	1,653,737 $5.47 Million
Q2 2020 Aug 14, 2020	BUY	$2.69 - $3.9 $33,181 - $48,106	12,335 Added 2.53%	500,000 $1.65 Million
Q1 2020 May 15, 2020	BUY	$2.47 - $4.18 $1.2 Million - $2.04 Million	487,665 New	487,665 $1.38 Million

Others Institutions Holding PBT

# of Institutions

115

Shares Held

19.5M

Call Options Held

101K

Put Options Held

582K

View Full List

About PERMIAN BASIN ROYALTY TRUST

Ticker PBT
Exchange NYSE
Sector Energy
Industry Oil & Gas Midstream
Shares Outstandng 46,608,800
Market Cap $765M
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, ...

More about PBT

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Soft Vest Advisors, LLC Permian Basin Royalty Trust Transaction History