SoftVest Advisors, LLC PBT Holdings History
Number of Shares
4.43 Mil
Current Holdings Value*
$43.90 Mil
% of Portfolio
3.91%
Total Estimate Gain
$22.73 Mil
% of Total Estimate Gain
40.07%
SoftVest Advisors, LLC's Permian Basin Royalty Trust Holding Summary
As of 2025-03-31, SoftVest Advisors, LLC held 4.43 Mil shares of Permian Basin Royalty Trust(PBT), totaling $43.90 Mil. This investment constitutes 3.91% of their stock portfolio, and SoftVest Advisors, LLC now holds 9.5% of the outstanding Permian Basin Royalty Trust(PBT) stock.
The initial trade took place in 2020Q1. And since then SoftVest Advisors, LLC has made 13 purchases of PBT, at an average price of $9.14, for a total of 6.21 Mil shares. Based on historical transaction data and PBT's current price of $12.80, SoftVest Advisors, LLC's estimated gain on his PBT holdings is $22.73 Mil, reflecting a 40.07% gain to date.
SoftVest Advisors, LLC PBT ($12.80) Holding Chart
SoftVest Advisors, LLC PBT ($12.80) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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