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Permian Basin Royalty Trust shares owned by CoreCap Advisors

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

Historical chart of CoreCap Advisors investment in Permian Basin Royalty Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Permian Basin Royalty Trust by CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.4k 200 16.96
2025-09-30 $3.7k 200 18.26
2025-06-30 $2.5k 200 12.43

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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