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Permian Basin Royalty Trust (PBT)

The Permian Basin Royalty Trust’s (the “Trust”) principal assets are comprised of a 75% net overriding royalty interest carved out by Southland Royalty Company (“Southland”) from its fee mineral interest in the Waddell Ranch properties in Crane County, Texas (“Waddell Ranch properties”), and a 95% net overriding royalty interest carved out by Southland from its major producing royalty properties in Texas (“Texas Royalty properties”). The interests out of which the Trust’s net overriding royalty interests were carved were in all cases less than 100%. The Trust’s net overriding royalty interests represent burdens against the properties in favor of the Trust without regard to ownership of the properties from which the overriding royalty interests were carved. The net overriding royalties above are collectively referred to as the “Royalties.” The properties and interests from which the Royalties were carved and which the Royalties now burden are collectively referred to as the “Underlying Properties.”

PBT stock data

Calendar

15 Aug 22
19 Aug 22
31 Dec 22
3.8% owned by funds/institutions
13F holders Current Prev Q Change
Total holders 25 22 +13.6%
Opened positions 5 4 +25.0%
Closed positions 2 4 -50.0%
Increased positions 6 1 +500.0%
Reduced positions 4 5 -20.0%
13F shares Current Prev Q Change
Total value 1.66B 19.94M +8222.5%
Total shares 1.78M 1.59M +11.8%
Total puts 8.5K 7.5K +13.3%
Total calls 16.5K 36.2K -54.4%
Total put/call ratio 0.5 0.2 +148.6%
Largest owners Shares Value Change
Foundation Resource Management 698.65K $11.56M -2.1%
Essex Financial Services 280.38K $4.64M -1.8%
Sowell Financial Services 210.33K $3.5M +36.0%
Sinecera Capital 121.1K $2.02M +0.1%
Captrust Financial Advisors 116.77K $1.93M NEW
BNP Paribas Arbitrage 98.59K $1.63B +15.0%
Simplex Trading 77.25K $1.28M -8.4%
Cambridge Investment Research Advisors 68.56K $1.14M +30.5%
Beese Fulmer Investment Management 41.87K $693K +2.4%
Fruth Investment Management 25.4K $337K 0.0%
Largest transactions Shares Bought/sold Change
Captrust Financial Advisors 116.77K +116.77K NEW
Sowell Financial Services 210.33K +55.73K +36.0%
Cambridge Investment Research Advisors 68.56K +16.02K +30.5%
Foundation Resource Management 698.65K -15.18K -2.1%
BNP Paribas Arbitrage 98.59K +12.84K +15.0%
Russell Investments 8.9K +8.9K NEW
Simplex Trading 77.25K -7.1K -8.4%
Essex Financial Services 280.38K -5.16K -1.8%
Lazard Asset Management 3.79K +3.79K NEW
JPM JPMorgan Chase & Co. 3.4K +1.5K +78.9%

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New words: fact, fully