Permian Basin Royalty Trust shares owned by Creative Planning
Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Permian Basin Royalty Trust
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Quarterly reported holdings in Permian Basin Royalty Trust by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $306k | 17k | 18.25 |
| 2025-06-30 | $187k | 15k | 12.45 |
| 2025-03-31 | $130k | 13k | 9.90 |
| 2024-12-31 | $146k | 13k | 11.07 |
| 2024-09-30 | $191k | 16k | 11.88 |
| 2024-06-30 | $175k | 16k | 11.25 |
| 2024-03-31 | $175k | 14k | 12.09 |
| 2023-12-31 | $237k | 17k | 13.98 |
| 2023-09-30 | $340k | 16k | 21.25 |
| 2023-06-30 | $430k | 17k | 24.93 |
| 2023-03-31 | $353k | 15k | 24.40 |
| 2022-12-31 | $359k | 14k | 25.20 |
| 2022-09-30 | $234k | 14k | 16.36 |
| 2022-06-30 | $236k | 14k | 16.54 |
| 2022-03-31 | $179k | 14k | 12.54 |
| 2021-12-31 | $144k | 14k | 10.09 |
| 2021-09-30 | $82k | 14k | 5.75 |
| 2021-06-30 | $80k | 14k | 5.61 |
| 2021-03-31 | $56k | 14k | 4.01 |
| 2020-12-31 | $46k | 14k | 3.29 |
| 2020-09-30 | $35k | 14k | 2.51 |
| 2020-06-30 | $46k | 14k | 3.29 |
| 2020-03-31 | $39k | 14k | 2.79 |
| 2019-12-31 | $59k | 15k | 3.89 |
| 2019-09-30 | $84k | 16k | 5.19 |
| 2019-06-30 | $92k | 15k | 6.06 |
| 2019-03-31 | $107k | 14k | 7.55 |
| 2017-06-30 | $124k | 14k | 8.71 |
| 2017-03-31 | $48k | 5.2k | 9.29 |
| 2016-12-31 | $54k | 7.0k | 7.70 |
| 2016-09-30 | $77k | 11k | 6.95 |
| 2016-06-30 | $80k | 11k | 7.35 |
| 2016-03-31 | $32k | 5.2k | 6.13 |
| 2015-12-31 | $29k | 5.8k | 4.99 |
| 2015-09-30 | $65k | 11k | 6.11 |
| 2015-06-30 | $94k | 12k | 8.05 |
| 2015-03-31 | $87k | 11k | 8.08 |
| 2014-12-31 | $78k | 8.1k | 9.61 |
| 2014-09-30 | $128k | 9.4k | 13.63 |
| 2014-06-30 | $91k | 6.4k | 14.26 |
| 2014-03-31 | $170k | 13k | 13.21 |
| 2013-12-31 | $24k | 1.8k | 13.00 |
| 2013-06-30 | $17k | 1.3k | 13.60 |
| 2012-12-31 | $82k | 6.7k | 12.23 |
| 2012-09-30 | $46k | 3.0k | 15.33 |
| 2012-06-30 | $39k | 2.2k | 17.73 |
| 2011-12-31 | $53k | 2.6k | 20.34 |