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Permian Basin Royalty Trust shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth 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 Kingswood Wealth 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $663k 55k 12.06
2023-12-31 $1.6M 118k 14.00
2023-09-30 $3.0M 142k 21.22

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Top funds holding Permian Basin Royalty Trust

Horizon Kinetics Asset Management
Schwartz Investment Counsel
Foundation Resource Management
UBS Group
Hosking Partners
Citadel Advisors
Moors & Cabot
MRM-Horizon Advisors
Wells Fargo & Company
Beacon Pointe Advisors
Captrust Financial Advisors
Pathstone Holdings
Commonwealth Equity Services
Essex Financial Services
Fielder Capital Group

View all funds holding Permian Basin Royalty Trust