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Permian Basin Royalty Trust shares owned by Avondale Wealth Management

Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Avondale Wealth Management from 13F filings

Historical chart of Avondale Wealth Management investment in Permian Basin Royalty Trust

Tip: Access up to 7 years of quarterly data

All positions including Permian Basin Royalty Trust held by Avondale Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Permian Basin Royalty Trust by Avondale Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $265k 15k 18.25
2025-06-30 $94k 7.5k 12.46
2025-03-31 $287k 29k 9.91
2024-12-31 $211k 19k 11.08
2024-09-30 $113k 9.5k 11.89

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Ishares Semicdtr (SOXX)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Apple (AAPL)
Tesla Motors (TSLA)
Select Sector Spdr Tr Energy (XLE)

View all positions for Avondale Wealth Management

Top funds holding Permian Basin Royalty Trust

SoftVest Advisors
Horizon Kinetics Asset Management
Schwartz Investment Counsel
MRM-Horizon Advisors
Jane Street
Foundation Resource Management
Citadel Advisors
Moors & Cabot
Susquehanna International
Hosking Partners
Morgan Stanley
Commonwealth Equity Services
Advisory Services Network
Wells Fargo & Company
LPL Financial

View all funds holding Permian Basin Royalty Trust