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, Sand Hills (Judkins), Sand Hills (McKnight), Sand Hills (Tubb), University-Waddell (Devonian), and Waddell fields located in Crane County, Texas. It also holds a 95% net overriding royalty in the Texas Royalty properties, which consist of various producing oil fields, such as Yates, Wasson, Sand Hills, East Texas, Kelly-Snyder, Panhandle Regular, N. Cowden, Todd, Keystone, Kermit, McElroy, Howard-Glasscock, Seminole, and others located in 33 counties in Texas. Its Texas Royalty properties comprise approximately 125 separate royalty interests containing approximately 51,000 net producing acres. The company was founded in 1980 and is based in Dallas, Texas.
Company profile
Ticker
PBT
Exchange
Website
CEO
Mr. Ron E. Hooper
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
AMERICAN INTERNATIONAL GROUP INC
SEC CIK
Corporate docs
IRS number
756280532
PBT stock data
Latest filings (excl ownership)
8-K
Permian Basin Royalty Trust Announces October Cash Distribution
21 Oct 24
8-K
Permian Basin Royalty Trust Announces September Cash Distribution
20 Sep 24
8-K
Permian Basin Royalty Trust Announces August Cash Distribution
20 Aug 24
10-Q
2024 Q3
Quarterly report
8 Aug 24
8-K
Permian Basin Royalty Trust Announces July Cash Distribution
19 Jul 24
8-K
Permian Basin Royalty Trust Announces June Cash Distribution
17 Jun 24
8-K
Permian Basin Royalty Trust Announces Receipt of the Waddell Ranch Properties Proceeds
4 Jun 24
8-K
Permian Basin Royalty Trust Announces May Cash Distribution; with the Omission of Waddell Ranch Properties Proceeds
20 May 24
8-K
Announces Lawsuit Against Blackbeard Operating, LLC
9 May 24
10-Q
2024 Q1
Quarterly report
9 May 24
Latest ownership filings
SC 13G/A
SoftVest Advisors, LLC
14 Feb 24
SC 13G
HORIZON KINETICS ASSET MANAGEMENT LLC
6 Apr 23
SC 13G/A
SoftVest Advisors, LLC
13 Feb 23
SC 13G
SoftVest Advisors, LLC
14 Feb 22
SC 13G/A
Powell Loyd
11 Feb 21
SC 13G/A
Beneficial ownership report (amended)
10 Feb 20
SC 13G
Permian Basin Royalty Trust
26 Apr 17
Institutional ownership, Q2 2024
2.1% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 18 |
Opened positions | 2 |
Closed positions | 5 |
Increased positions | 4 |
Reduced positions | 6 |
13F shares | Current |
---|---|
Total value | 9.28 bn |
Total shares | 960.62 k |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Foundation Resource Management | 680.33 k | $7.66 bn |
Santa Monica Partners | 86.50 k | $974.00 k |
Kingswood Wealth Advisors | 54.93 k | $616.31 mm |
Beese Fulmer Investment Management | 33.22 k | $373.02 mm |
Captrust Financial Advisors | 28.68 k | $322.84 mm |
Fruth Investment Management | 25.40 k | $284.00 k |
Cambridge Investment Research Advisors | 19.07 k | $215.00 k |
Welch | 10.82 k | $121.36 mm |
Russell Investments | 9.15 k | $103.06 mm |
Simplex Trading | 5.08 k | $57.00 k |