PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT)

CUSIP: 714236106

Q1 2022 13F Holders as of 31 Mar 2022

Holder snapshot 7 signals
Share change
+2,114,625
Put/Call ratio
173%
SEC-reported price per share
$12.51
Number of holders
61
Value change
+$26,513,960
Number of buys
23
Open additional details 1 more signal available
Number of sells
19
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
46,745,165

Security key

714236106

Report period

Q1 2022

Institutions

61

Top holders

10

Ownership snapshot

Top reported holders of PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
SoftVest Advisors, LLC
Disclosed value leader
SoftVest Advisors, LLC
Comparable rows
15/15
Latest evidence
31 Dec 2021
13F Lead comparable stake: 5.9% Showing 1-6 of 15 holder rows.

Quick read

SoftVest Advisors, LLC leads the comparable SEC ownership view at 5.9%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens SoftVest Advisors, LLC's linked filing trail.
Comparable ownership Top 5
SoftVest Advisors, LLC 5.9%
FOUNDATION RESOURCE MANAGEMENT INC 1.5%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1%
GROUP ONE TRADING LLC 0.94%
HORIZON KINETICS ASSET MANAGEMENT... 0.82%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
SoftVest Advisors, LLC
13F
Company
13F
5.9%
$27,958,000
2,768,139 shares
31 Dec 2021
FOUNDATION RESOURCE MANAGEMENT INC
13F
Company
13F
1.5%
$7,241,000
716,920 shares
31 Dec 2021
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
13F
1%
$4,790,000
474,246 shares
31 Dec 2021
GROUP ONE TRADING LLC
13F
Company
13F
0.94%
$4,428,000
438,429 shares
31 Dec 2021
HORIZON KINETICS ASSET MANAGEMENT LLC
13F
Company
13F
0.82%
$3,848,000
381,021 shares
31 Dec 2021
Essex Financial Services, Inc.
13F
Company
13F
0.65%
$3,053,000
302,282 shares
31 Dec 2021
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
61
Shares
9,108,276
Rows available
61
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2022 vs Q1 2022 Across Filers

Q1 2022 holders
61
Q1 2022 holders
61
Holder diff
0
Investor Q1 2022 Shares Q1 2022 Shares Share Diff Share Chg % Q1 2022 value Q1 2022 value Value change Value Chg %
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