PERMIAN BASIN ROYALTY TRUST
Congressional Trades
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
John J. DuncanHouse · R · TN |
PBTPERMIAN BASIN ROYALTY TRUST · Stock |
Sale $1,001 - $15,000 |
May 2, 2017 | Apr 19, 2017 | Filing ↗ |
Whale Activity
- Increased0
- New0
- Held0
- Decreased0
- Closed0
- No prior filing3
| Filer | Shares | Value | Change |
|---|---|---|---|
| FOUNDATION RESOURCE MANAGEMENT INC | 595.6K | $18.8M | — |
| PROMETHIUM ADVISORS,LLC | 66.5K | $2.1M | — |
| Avondale Wealth Management | 41.6K | $1.3M | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Recent Insider Transactions
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| SoftVest GP I, LLC10% owner | Purchase | +2,000 | $12.80 | $26K | Jul 3, 2025 | Form 4 ↗ |
| SoftVest GP I, LLC10% owner | Purchase | +6,483 | $12.78 | $83K | Jul 2, 2025 | Form 4 ↗ |
| SoftVest GP I, LLC10% owner | Purchase | +2,000 | $12.40 | $25K | Jul 1, 2025 | Form 4 ↗ |
| SoftVest GP I, LLC10% owner | Purchase | +4,000 | $12.46 | $50K | Jun 30, 2025 | Form 4 ↗ |
| SoftVest GP I, LLC10% owner | Purchase | +6,898 | $12.51 | $86K | Jun 27, 2025 | Form 4 ↗ |
| SoftVest GP I, LLC10% owner | Purchase | +2,000 | $12.31 | $25K | Jun 26, 2025 | Form 4 ↗ |
| SoftVest GP I, LLC10% owner | Purchase | +4,000 | $12.05 | $48K | Jun 25, 2025 | Form 4 ↗ |
| SoftVest GP I, LLC10% owner | Purchase | +7,138 | $12.10 | $86K | Jun 24, 2025 | Form 4 ↗ |
| SoftVest GP I, LLC10% owner | Purchase | +20.2K | $12.12 | $244K | Jun 23, 2025 | Form 4 ↗ |
| SoftVest GP I, LLC10% owner | Exercise | +23.3K | $12.50 | $291K | Jun 20, 2025 | Form 4 ↗ |
| SoftVest GP I, LLC10% owner | Purchase | +4,582 | $11.96 | $55K | Jun 20, 2025 | Form 4 ↗ |
| SoftVest GP I, LLC10% owner | Purchase | +11.2K | $12.11 | $136K | Jun 18, 2025 | Form 4 ↗ |
| SoftVest GP I, LLC10% owner | Purchase | +15.0K | $12.08 | $181K | Jun 17, 2025 | Form 4 ↗ |
| SoftVest GP I, LLC10% owner | Exercise | +20.3K | $12.50 | $254K | Jun 12, 2025 | Form 4 ↗ |
| SoftVest GP I, LLC10% owner | Purchase | +22.0K | $11.62 | $256K | Jun 12, 2025 | Form 4 ↗ |
| SoftVest GP I, LLC10% owner | Exercise | +1,000 | $12.50 | $13K | Jun 11, 2025 | Form 4 ↗ |
| SoftVest GP I, LLC10% owner | Purchase | +5,000 | $11.49 | $57K | Jun 11, 2025 | Form 4 ↗ |
| Burlington Resources Oil & Gas CO LP10% owner | Sale | −1.0M | $15.75 | $15.9M | Jan 19, 2006 | Form 4 ↗ |
| Burlington Resources Oil & Gas CO LP10% owner | Sale | −8.6M | $15.75 | $135.4M | Dec 21, 2005 | Form 4 ↗ |
| Burlington Resources Oil & Gas CO LP10% owner | Sale | −100.0K | $15.45 | $1.5M | Sep 9, 2005 | Form 4 ↗ |
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Horizon Kinetics Inflation Beneficiaries ETF Listed Funds Trust | 1.7M | $42.6M | 2.89% | Jun 30, 2026 |
| AVE MARIA VALUE FUND Schwartz Investment Trust | 830.2K | $20.8M | 3.87% | Jun 30, 2026 |
| Kinetics Market Opportunities Portfolio Kinetics Portfolios Trust | 127.5K | $3.2M | 1.05% | Jun 30, 2026 |
| AVE MARIA VALUE FOCUSED FUND Schwartz Investment Trust | 100.0K | $2.5M | 1.98% | Jun 30, 2026 |
| Kinetics Small Cap Opportunities Portfolio Kinetics Portfolios Trust | 99.6K | $2.5M | 0.47% | Jun 30, 2026 |
| Kinetics Global Portfolio Kinetics Portfolios Trust | 40.0K | $1.0M | 1.99% | Jun 30, 2026 |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 25.9K | $649K | 0.14% | Jun 30, 2026 |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 23.5K | $506K | 0.19% | Mar 31, 2026 |
| RENN Fund, Inc. | 13.1K | $329K | 1.43% | Jun 30, 2026 |
| Kinetics Internet Portfolio Kinetics Portfolios Trust | 12.6K | $314K | 0.13% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list PBT's shares (CUSIP 714236106), each fund at its latest report since Mar 24, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
- Eric L. OliverSCHEDULE 13D/A · activist (13D) · 6.2M shares13.3%
Jul 29, 2026 · ↗ - SoftVest, L.P.SCHEDULE 13D/A · activist (13D) · 6.2M shares13.3%
Jul 29, 2026 · ↗ - SoftVest GP I, LLCSCHEDULE 13D/A · activist (13D) · 6.2M shares13.3%
Jul 29, 2026 · ↗ - SoftVest Advisors, LLCSCHEDULE 13D/A · activist (13D) · 6.2M shares13.3%
Jul 29, 2026 · ↗ - Eric L. OliverSCHEDULE 13D/A · activist (13D) · 6.2M shares13.3%
May 18, 2026 · ↗ - SoftVest, L.P.SCHEDULE 13D/A · activist (13D) · 6.2M shares13.3%
May 18, 2026 · ↗ - SoftVest GP I, LLCSCHEDULE 13D/A · activist (13D) · 6.2M shares13.3%
May 18, 2026 · ↗ - SoftVest Advisors, LLCSCHEDULE 13D/A · activist (13D) · 6.2M shares13.3%
May 18, 2026 · ↗
Corporate Lobbying
No lobbying filings found naming PERMIAN BASIN ROYALTY TRUST as the client.
Government Contracts
No federal contract awards found for PERMIAN BASIN ROYALTY TRUST.
U.S. Patents
No USPTO patent applications found for PERMIAN BASIN ROYALTY TRUST.
Annual Financials
No annual XBRL figures on record for PBT. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in PBT's price history.
Material Events (8-K)
- 8-K · Items 2.02, 9.01Results of operationsOct 20, 2026
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsSep 18, 2026
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsAug 21, 2026
EDGAR ↗ - 8-K · Items 7.01, 9.01Reg FD disclosureJul 29, 2026
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsJul 21, 2026
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsJun 18, 2026
EDGAR ↗ - 8-K · Items 7.01, 9.01Reg FD disclosureMay 19, 2026
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsMay 18, 2026
EDGAR ↗ - 8-K · Items 1.01, 3.03, 5.03, 7.01, 9.01Material agreement · Modification of rights · Bylaw amendmentMay 8, 2026
EDGAR ↗ - 8-K · Items 8.01, 9.01Other eventsMay 6, 2026
EDGAR ↗
About PERMIAN BASIN ROYALTY TRUST
The Permian Basin Royalty Trust (the “Trust”) is an express trust created under the laws of the state of Texas by the Permian Basin Royalty Trust Indenture (the “Trust Indenture”) entered into on November 3, 1980, between Southland Royalty Company (“Southland Royalty”) and The First National Bank of Fort Worth, as Trustee. Argent Trust Company, a Tennessee chartered trust company (“Argent”), is the current Trustee of the Trust. The principal office of the Trust (sometimes referred to herein as the “Registrant”) is located at 3838 Oak Lawn Ave, Suite 1720, Dallas, Texas (telephone number (855) 588-7839). On October 23, 1980, the stockholders of Southland Royalty approved and authorized that c…

