Listed

Permian Basin Royalty Trust

PBTNYSECIK 319654FinancialsFiscal year ends Dec 31

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Financial statements

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Insider purchases and sales

All insider transactions

The last 20 open-market transactions reported on Form 4 (codes P and S). The reported price is the price per share the insider stated on the form: filing data, not a market price.

No open-market purchases or sales by insiders are in coverage from Nov 2024 to Oct 2026.

No open-market purchases or sales by insiders are in coverage for this company.

Funds that report holding it

All funds

From each manager's latest Form 13F, largest reported value first. Reported value is as filed at the quarter end: filing data, not a price. A put or call is an option position, not shares held.

Funds that report holding Permian Basin Royalty Trust
FundQuarter endedReported valueSharesPut or callChange on the quarter before
HORIZON KINETICS ASSET MANAGEMENT LLC2026-06-30$168.5m6,729,289Added+349,597
SoftVest Advisors, LLC2026-06-30$155.7m6,217,107Unchanged
MAD RIVER INVESTORS2026-06-30$25.2m1,005,152Added+2,012
SCHWARTZ INVESTMENT COUNSEL INC2026-06-30$23.4m933,719Unchanged
FOUNDATION RESOURCE MANAGEMENT INC2026-06-30$15.7m626,331Reduced−3,876
Moors & Cabot, Inc.2026-06-30$14.3m570,161Reduced−18,481
COMMONWEALTH EQUITY SERVICES, LLC2026-06-30$10.6m424,229Added+155,244
PEAK6 LLC2026-06-30$7.5m300,400CallNew+300,400
Advisory Services Network, LLC2026-06-30$6.2m249,595Reduced−1,841
WELLS FARGO & COMPANY/MN2026-06-30$5.5m219,718Reduced−11,004

Recent filings

All 369 filings

Reports and events: 10-K, 10-Q, 8-K, proxy statements and ownership schedules.

Permian Basin Royalty Trust, recent filings
FiledFormWhat it isAccession number
2026-10-2316:29 ET8-K8.01 Other events; 9.01 Financial statements and exhibits0001193125-26-430502
2026-10-2015:06 ET8-K2.02 Results of operations; 9.01 Financial statements and exhibits0001193125-26-426034
2026-09-1815:48 ET8-K2.02 Results of operations; 9.01 Financial statements and exhibits0001193125-26-395269
2026-08-2117:48 ET8-K2.02 Results of operations; 9.01 Financial statements and exhibits0001193125-26-360716
2026-08-1318:34 ET10-QQuarterly reportPeriod 2026-06-300001193125-26-348826
2026-07-2901:43 ETSCHEDULE 13D/AOwnership report, active investor, amended0001213900-26-083008
2026-07-2917:48 ET8-K7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits0001193125-26-323159
2026-07-2115:43 ET8-K2.02 Results of operations; 9.01 Financial statements and exhibits0001193125-26-309825
2026-07-1420:04 ET10-K/AAnnual report, amendedPeriod 2025-12-310001193125-26-303155
2026-06-1814:50 ET8-K2.02 Results of operations; 9.01 Financial statements and exhibits0001193125-26-275228

Latest annual report

Form 10-K for the fiscal year ended Dec 31, 2025Filed Mar 27, 2026. Its page lists the documents and the extracted sections, such as Business and Risk factors.

Forecast league

Not in this season’s league. The league lists companies whose quarter has ended and whose results are not yet filed.This season’s league

About the filer

CIK
319654
Tickers
PBT
Exchange
NYSE
SIC code
6792 Oil Royalty Traders
Sector
Financials
Fiscal year ends
Dec 31
Incorporated in
TX
Filer category
not reported

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 14:56 ET. Listed shows no prices and gives no investment advice.