SEC 13F Intelligence

Atlas Wealth Partners, LLC / PBT

Atlas Wealth Partners, LLC’s Permian Basin Rty Tr Position

Does Atlas Wealth Partners, LLC own Permian Basin Rty Tr (PBT)? Yes — 81.1K shares worth $2M (+1.80% of its 13F portfolio) as of Q1 2026, down from 84.0K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
81.1K
% of Portfolio
+1.80%
Quarters Held
8
currently held

Position History PBT

Reported value by quarter
Q2 ’23: $2MQ2 ’23Q3 ’24: $758,000Q3 ’24Q4 ’24: $730,000Q4 ’24Q1 ’25: $666,000Q1 ’25Q2 ’25: $960,000Q2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202681.1K$2M+1.80%
Q4 202584.0K$1M+1.57%
Q3 202584.6K$2M+1.59%
Q2 202577.2K$960,000+1.11%
Q1 202567.4K$666,000+0.82%
Q4 202466.1K$730,000+0.92%
Q3 202463.6K$758,000+1.16%
Q2 202364.1K$2M+4.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Atlas Wealth Partners, LLC’s full portfolio or all institutional holders of PBT.