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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
2024-09-30 $1.2M 104k 11.89

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Top funds holding Permian Basin Royalty Trust

SoftVest Advisors
Horizon Kinetics Asset Management
Schwartz Investment Counsel
Foundation Resource Management
Moors & Cabot
LPL Financial
MRM-Horizon Advisors
Citadel Advisors
Hosking Partners
Susquehanna International
Ofi Invest Asset Management
Commonwealth Equity Services
BWM Planning
Morgan Stanley
Beacon Pointe Advisors

View all funds holding Permian Basin Royalty Trust