Permian Basin Royalty Trust (PBT) — Strategic Asset Allocation Index
Permian Basin Royalty Trust (PBT) has a Strategic Asset Allocation Index of 100.0% as of September 2025. Strategic assets (PP&E of $162.42K plus long-term investments of $-) total $162.42K, measured against net assets of $162.42K. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check how resilient are Permian Basin Royalty Trust's assets to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Permian Basin Royalty Trust Strategic Asset Allocation Index (2014–2024)
This chart shows how Permian Basin Royalty Trust's Strategic Asset Allocation Index has evolved across 11 annual periods from 2014 to 2024. As of September 2025, the index stands at 100.0%, representing strategic assets of $162.42K against net assets of $162.42K USD. See Permian Basin Royalty Trust (PBT) flexibility index to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Permian Basin Royalty Trust (2014–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Permian Basin Royalty Trust from 2014 to 2024, covering 11 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see PBT stock market capitalisation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 100.0% | $164.41K | $164.41K | $- | $164.41K | ▲ +0.0 pp |
| 2023 | 100.0% | $221.47K | $221.47K | $- | $221.47K | ▼ 0.0 pp |
| 2022 | 100.0% | $279.43K | $279.43K | $- | $279.43K | ▼ 0.0 pp |
| 2021 | 100.0% | $352.69K | $352.69K | $- | $352.69K | ▼ 0.0 pp |
| 2020 | 100.0% | $382.88K | $382.88K | $- | $382.88K | ▼ -100.0 pp |
| 2019 | 200.0% | $849.02K | $424.51K | $424.51K | $424.51K | ▲ +0.0 pp |
| 2018 | 200.0% | $935.16K | $467.58K | $467.58K | $467.58K | ▲ +0.0 pp |
| 2017 | 200.0% | $1.06 Million | $529.04K | $529.04K | $529.04K | ▼ 0.0 pp |
| 2016 | 200.0% | $1.21 Million | $603.12K | $603.12K | $603.12K | ▼ 0.0 pp |
| 2015 | 200.0% | $1.36 Million | $680.69K | $680.69K | $680.69K | ▲ +0.0 pp |
| 2014 | 200.0% | $1.45 Million | $722.95K | $722.95K | $722.95K | — |