Permian Basin Royalty Trust shares owned by Fortis Group Advisors
Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Fortis Group Advisors
from 13F filings
Historical chart of Fortis Group Advisors investment in Permian Basin Royalty Trust
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Quarterly reported holdings in Permian Basin Royalty Trust by Fortis Group Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7k | 200 | 18.25 |
| 2025-06-30 | $2.5k | 200 | 12.46 |
| 2025-03-31 | $2.0k | 200 | 9.91 |
| 2024-12-31 | $2.2k | 200 | 11.08 |
| 2024-09-30 | $2.4k | 200 | 11.89 |
| 2024-06-30 | $2.3k | 200 | 11.26 |
| 2024-03-31 | $2.4k | 200 | 12.10 |
| 2023-12-31 | $5.6k | 400 | 13.96 |
| 2023-09-30 | $4.3k | 200 | 21.25 |
| 2020-09-30 | $0 | 200 | 0.00 |