Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.
| Issuer | % of Class | Filed | |||
|---|---|---|---|---|---|
|
Permian Basin Royalty Trust
13D/A
Amendment 5
PBT · 714236106
|
13.3% |
7/29/2026
Event 7/28/2026
|
|||
| SoftVest Advisors, LLC | 13.3% | ||||
| SoftVest GP I, LLC | 13.3% | ||||
| SoftVest, L.P. | 13.3% | ||||
| Eric L. Oliver | 13.3% | ||||
|
Cross Timbers Royalty Trust
13G/A
Amendment 2
CRT · 22757R109
|
15.4% |
7/9/2026
Event 6/30/2026
|
|||
| SoftVest Advisors, LLC | 15.4% | ||||
| SoftVest GP I, LLC | 15.4% | ||||
| SoftVest, LP | 15.4% | ||||
| Eric L. Oliver | 15.4% | ||||
|
Cross Timbers Royalty Trust
13G/A
Amendment 1
CRT · 22757R109
|
14.3% |
6/2/2026
Event 3/31/2026
|
|||
| SoftVest Advisors, LLC | 14.3% | ||||
| SoftVest GP I, LLC | 14.3% | ||||
| SoftVest, LP | 14.3% | ||||
| Eric L. Oliver | 14.3% | ||||
|
Permian Basin Royalty Trust
13D/A
Amendment 4
PBT · 714236106
|
13.3% |
5/18/2026
Event 5/17/2026
|
|||
| SoftVest Advisors, LLC | 13.3% | ||||
| SoftVest GP I, LLC | 13.3% | ||||
| SoftVest, L.P. | 13.3% | ||||
| Eric L. Oliver | 13.3% | ||||
|
Cross Timbers Royalty Trust
13G
CRT · 22757R109
|
10.5% |
3/27/2026
Event 3/23/2026
|
|||
| SoftVest Advisors, LLC | 10.5% | ||||
| SoftVest GP I, LLC | 10.5% | ||||
| SoftVest, LP | 10.5% | ||||
| Eric L. Oliver | 10.5% | ||||
|
Permian Basin Royalty Trust
13D/A
Amendment 3
PBT · 714236106
|
13.3% |
12/29/2025
Event 12/26/2025
|
|||
| SoftVest Advisors, LLC | 13.3% | ||||
| SoftVest GP I, LLC | 13.3% | ||||
| SoftVest, L.P. | 13.3% | ||||
| Eric L. Oliver | 13.3% | ||||
|
Permian Basin Royalty Trust
13D/A
Amendment 2
PBT · 714236106
|
13.3% |
10/16/2025
Event 10/15/2025
|
|||
| SoftVest Advisors, LLC | 13.3% | ||||
| SoftVest GP I, LLC | 13.3% | ||||
| SoftVest, L.P. | 13.3% | ||||
| Eric L. Oliver | 13.3% | ||||
|
Permian Basin Royalty Trust
13D/A
Amendment 1
PBT · 714236106
|
13.3% |
10/10/2025
Event 10/9/2025
|
|||
| SoftVest Advisors, LLC | 13.3% | ||||
| SoftVest GP I, LLC | 13.3% | ||||
| SoftVest, L.P. | 13.3% | ||||
| Eric L. Oliver | 13.3% | ||||
|
Permian Basin Royalty Trust
13D
PBT · 714236106
|
13.3% |
10/10/2025
Event 10/9/2025
|
|||
| SoftVest Advisors, LLC | 13.3% | ||||
| SoftVest GP I, LLC | 13.3% | ||||
| SoftVest, L.P. | 13.3% | ||||
| Eric L. Oliver | 13.3% | ||||
|
Permian Basin Royalty Trust
13G/A
Amendment 4
PBT · 714236106
|
13.3% |
7/8/2025
Event 6/30/2025
|
|||
| Softvest Advisors, LLC | 13.3% | ||||
| Softvest GP I, LLC | 13.3% | ||||
| Softvest, LP | 13.3% | ||||
| Eric L. Oliver | 13.3% | ||||
|
Permian Basin Royalty Trust
13G/A
Amendment 3
PBT · 714236106
|
9.5% |
2/13/2025
Event 12/31/2024
|
|||
| Softvest Advisors, LLC | 9.5% | ||||
| Softvest GP I, LLC | 9.5% | ||||
| Softvest, LP | 9.5% | ||||