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Permian Basin Royalty Trust shares owned by Buck Wealth Strategies

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

Historical chart of Buck Wealth Strategies investment in Permian Basin Royalty Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Permian Basin Royalty Trust by Buck Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.5k 100 25.04

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mid Cap Etf (VO)
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JPMorgan Chase & Co. (JPM)
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Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Alphabet Cap Stk Cl A (GOOGL)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
Visa Com Cl A (V)

View all positions for Buck Wealth Strategies

Top funds holding Permian Basin Royalty Trust

Horizon Kinetics Asset Management
SoftVest Advisors
MRM-Horizon Advisors
Schwartz Investment Counsel
Foundation Resource Management
Moors & Cabot
Commonwealth Equity Services
Morgan Stanley
Peak6
Hrt Financial
Advisory Services Network
MSRH
Wells Fargo & Company
Steel Peak Wealth Management
Beacon Pointe Advisors

View all funds holding Permian Basin Royalty Trust