CI Private Wealth »

Permian Basin Royalty Trust shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth investment in Permian Basin Royalty Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Permian Basin Royalty Trust by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $320k 19k 16.96
2025-09-30 $344k 19k 18.26

More positions owned by CI Private Wealth

Blackrock (BLK)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Monolithic Power Systems (MPWR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ge Vernova (GEV)

View all positions for CI Private Wealth

Top funds holding Permian Basin Royalty Trust

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

View all funds holding Permian Basin Royalty Trust