Permian Basin Royalty Trust shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Permian Basin Royalty Trust
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Quarterly reported holdings in Permian Basin Royalty Trust by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $765k | 45k | 16.96 |
| 2025-09-30 | $824k | 45k | 18.26 |
| 2025-06-30 | $1.7M | 139k | 12.43 |
| 2025-03-31 | $1.4M | 139k | 9.87 |
| 2024-12-31 | $1.5M | 139k | 11.02 |
| 2024-09-30 | $1.2M | 98k | 11.87 |
| 2024-06-30 | $1.1M | 98k | 11.22 |
| 2024-03-31 | $1.8M | 151k | 12.06 |
| 2023-12-31 | $2.1M | 147k | 14.00 |
| 2023-09-30 | $3.0M | 143k | 21.22 |
| 2023-06-30 | $4.4M | 176k | 24.94 |
| 2023-03-31 | $2.8M | 115k | 24.40 |
| 2022-12-31 | $4.4M | 173k | 25.17 |