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Permian Basin Royalty Trust shares owned by BWM Planning

Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by BWM Planning from 13F filings

Historical chart of BWM Planning investment in Permian Basin Royalty Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Permian Basin Royalty Trust by BWM Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 104k 18.25
2025-06-30 $1.3M 104k 12.46
2025-03-31 $1.0M 104k 9.91
2024-12-31 $1.2M 104k 11.08
2024-09-30 $1.2M 104k 11.89

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View all positions for BWM Planning

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