Permian Basin Royalty Trust shares owned by Essex Financial Services
Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Essex Financial Services
from 13F filings
Historical chart of Essex Financial Services investment in Permian Basin Royalty Trust
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Quarterly reported holdings in Permian Basin Royalty Trust by Essex Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 59k | 18.25 |
| 2025-06-30 | $737k | 59k | 12.46 |
| 2025-03-31 | $586k | 59k | 9.91 |
| 2024-12-31 | $675k | 61k | 11.08 |
| 2024-09-30 | $711k | 61k | 11.67 |
| 2024-06-30 | $709k | 63k | 11.33 |
| 2024-03-31 | $795k | 66k | 12.10 |
| 2023-12-31 | $932k | 67k | 13.96 |
| 2023-09-30 | $1.1M | 53k | 21.25 |
| 2023-06-30 | $1.4M | 57k | 24.93 |
| 2023-03-31 | $5.6M | 231k | 24.40 |
| 2022-12-31 | $5.8M | 229k | 25.20 |
| 2022-09-30 | $3.7M | 229k | 16.33 |
| 2022-06-30 | $4.6M | 280k | 16.55 |
| 2022-03-31 | $3.1M | 302k | 10.10 |
| 2021-12-31 | $3.1M | 302k | 10.10 |
| 2021-09-30 | $1.5M | 264k | 5.73 |
| 2021-06-30 | $1.2M | 208k | 5.62 |