PBT
PERMIAN BASIN ROYALTY TRUSTMarquee-fund ownership over time
This quarter's activity
New positions opened
None.
Positions exited
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Citadel Advisors | Q3 2024 | Q2 2026 | → $29 | +165% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at PERMIAN BASIN ROYALTY TRUST. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Dec 22, 2025 — the most recent Form 4 on file — not from today.
Fundamentals
XBRL · PERMIAN BASIN ROYALTY TRUSTNot enough XBRL history to plot. PERMIAN BASIN ROYALTY TRUSThasn't tagged revenue, net income, EPS, or operating cash flow in the SEC us-gaap taxonomy with at least two fiscal-year periods — typical for SPACs / trust vehicles, pre-revenue biotechs, recent IPOs, and foreign filers reporting under IFRS.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for PERMIAN BASIN ROYALTY TRUST — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 19, 2026
- 8-KMaterial eventMay 18, 2026
- 10-QQuarterly reportMay 14, 2026
- 8-KMaterial eventMay 8, 2026
- 8-KMaterial eventMay 6, 2026
- 8-KMaterial eventApr 20, 2026
- 10-KAnnual reportMar 27, 2026
- 8-KMaterial eventMar 20, 2026
- 8-KMaterial eventFeb 17, 2026
- 8-KMaterial eventFeb 10, 2026
- 8-KMaterial eventJan 20, 2026
- 8-KMaterial eventDec 30, 2025
- 8-KMaterial eventDec 19, 2025
- 8-KMaterial eventDec 18, 2025
- 8-KMaterial eventNov 17, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q3 2024 | Q2 2026 | $11 | $29 | +165% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.