WESPAC Advisors SoCal, LLC - PERMIAN BASIN RTY TR ownership

PERMIAN BASIN RTY TR's ticker is PBT and the CUSIP is 714236106. A total of 90 filers reported holding PERMIAN BASIN RTY TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 0.5%.

Quarter-by-quarter ownership
WESPAC Advisors SoCal, LLC ownership history of PERMIAN BASIN RTY TR
ValueSharesWeighting
Q3 2017$10,0000.0%1,2000.0%0.01%0.0%
Q2 2017$10,000
-99.9%
1,2000.0%0.01%
-14.3%
Q1 2017$11,220,000
+21.3%
1,2000.0%0.01%
+16.7%
Q4 2016$9,252,000
+10.6%
1,2000.0%0.01%0.0%
Q3 2016$8,364,000
-4.9%
1,2000.0%0.01%0.0%
Q2 2016$8,796,0001,2000.01%
Other shareholders
PERMIAN BASIN RTY TR shareholders Q3 2023
NameSharesValueWeighting ↓
SoftVest Advisors, LLC 3,849,539$48,158,00017.62%
MAD RIVER INVESTORS 182,500$2,283,0001.76%
SINECERA CAPITAL, LLC 121,016$1,516,0001.52%
FOUNDATION RESOURCE MANAGEMENT INC 713,835$8,930,0001.38%
RGT Wealth Advisors, LLC 210,745$2,620,0000.42%
Resurgent Financial Advisors LLC 48,000$600,0000.37%
Sowell Financial Services LLC 154,594$1,934,0000.34%
Essex Financial Services, Inc. 587,824$6,625,0000.32%
HORIZON KINETICS ASSET MANAGEMENT LLC 1,101,387$13,778,0000.28%
Schubert & Co 12,513$156,0000.17%
View complete list of PERMIAN BASIN RTY TR shareholders