Sugarloaf Wealth Management, LLC Permian Basin Royalty Trust Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Permian Basin Royalty Trust stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,562 shares of PBT stock, worth $18,275. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,562
Previous 1,052
48.48%
Holding current value
$18,275
Previous $12,000
41.67%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding PBT
# of Institutions
99Shares Held
13.8MCall Options Held
124KPut Options Held
195K-
Soft Vest Advisors, LLC Abilene, TX4.43MShares$51.8 Million8.74% of portfolio
-
Horizon Kinetics Asset Management LLC3.68MShares$43.1 Million0.73% of portfolio
-
Schwartz Investment Counsel Inc Plymouth, MI1.4MShares$16.4 Million0.64% of portfolio
-
Foundation Resource Management Inc663KShares$7.75 Million1.22% of portfolio
-
Moors & Cabot, Inc. Boston, MA535KShares$6.26 Million0.32% of portfolio
About PERMIAN BASIN ROYALTY TRUST
- Ticker PBT
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Midstream
- Shares Outstandng 46,608,800
- Market Cap $545M
- 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, ...