Permian Basin Royalty Trust Strategic Asset Allocation Index
Permian Basin Royalty Trust 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. See Permian Basin Royalty Trust (PBT) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Permian Basin Royalty Trust (2014–2025)
Strategic asset allocation index of Permian Basin Royalty Trust from 2014 to 2025. This chart shows how Permian Basin Royalty Trust's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of September 2025, the index stands at 100.0%, representing strategic assets of $162.42K against net assets of $162.42K USD. Check tangible equity quality of Permian Basin Royalty Trust to evaluate the tangible quality of the company's equity base.
Permian Basin Royalty Trust Strategic Asset Allocation Index by Year (2014–2025)
Permian Basin Royalty Trust strategic asset allocation index by year from 2014 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Permian Basin Royalty Trust from 2014 to 2025, covering 12 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 live market cap and overall valuation, see Permian Basin Royalty Trust stock valuation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 0.0% | $162.57K | $162.57K | $- | $1.71 Billion | ▼ -100.0 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 | — |