5 institutions reported holding $543,840 of PERMIAN BASIN (PBT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Clark Asset Management, LLC ($250,400), Post Resch Tallon Group Inc. ($210,392), CX Institutional ($53,000), BEACON INVESTMENT ADVISORY SERVICES, INC. ($25,040), CoreCap Advisors, LLC ($5,008). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Clark Asset Management, LLC | $250,400 | 10,000 | Hold |
| 2 | Post Resch Tallon Group Inc. | $210,392 | 8,402 | New |
| 3 | CX Institutional | $53,000 | 2,109 | Added |
| 4 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $25,040 | 1,000 | Hold |
| 5 | CoreCap Advisors, LLC | $5,008 | 200 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30