Warren Averett Asset Management, LLC Permian Basin Royalty Trust Transaction History
Warren Averett Asset Management, LLC
- $9.72 Billion
- Q3 2025
A detailed history of Warren Averett Asset Management, LLC transactions in Permian Basin Royalty Trust stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 12,666 shares of PBT stock, worth $258,893. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,666
Previous 12,666
-0.0%
Holding current value
$258,893
Previous $157,000
47.13%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding PBT
# of Institutions
111Shares Held
20MCall Options Held
91.8KPut Options Held
950K-
Soft Vest Advisors, LLC Abilene, TX6.22MShares$127 Million23.07% of portfolio
-
Horizon Kinetics Asset Management LLC6.1MShares$125 Million1.6% of portfolio
-
Schwartz Investment Counsel Inc Plymouth, MI985KShares$20.1 Million0.66% of portfolio
-
Mad River Investors922KShares$18.9 Million8.41% of portfolio
-
Foundation Resource Management Inc643KShares$13.1 Million1.74% of portfolio
About PERMIAN BASIN ROYALTY TRUST
- Ticker PBT
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Midstream
- Shares Outstandng 46,608,800
- Market Cap $953M
- 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, ...