Loring Wolcott Coolidge Fa »

Permian Basin Royalty Trust shares owned by Loring Wolcott Coolidge Fa

Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Loring Wolcott Coolidge Fa from 13F filings

Historical chart of Loring Wolcott Coolidge Fa investment in Permian Basin Royalty Trust

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All positions including Permian Basin Royalty Trust held by Loring Wolcott Coolidge Fa consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Permian Basin Royalty Trust by Loring Wolcott Coolidge Fa

Quarter filed Position value Share count Share price at filing
2023-09-30 $264k 14k 19.42
2023-06-30 $366k 15k 24.93

More positions owned by Loring Wolcott Coolidge Fa

Microsoft Corp Common Stock (MSFT)
Mastercard Common Stock (MA)
Alphabet Common Stock (GOOGL)
Intuit Common Stock (INTU)
Amazon.com Common Stock (AMZN)
Stryker Corp Common Stock (SYK)
Danaher Corp Shs Ben Int Common Stock (DHR)
Apple Common Stock (AAPL)
Fiserv Common Stock (FI)
Nvidia Corp Common Stock (NVDA)
Tjx Companies Common Stock (TJX)
Thermo Fisher Scientific Common Stock (TMO)
Servicenow Common Stock (NOW)
American Tower Corp Common Stock (AMT)
Costco Wholesale Corp Common Stock (COST)

View all positions for Loring Wolcott Coolidge Fa

Top funds holding Permian Basin Royalty Trust

SoftVest Advisors
Horizon Kinetics Asset Management
Schwartz Investment Counsel
MRM-Horizon Advisors
Jane Street
Foundation Resource Management
Citadel Advisors
Moors & Cabot
Susquehanna International
Hosking Partners
Commonwealth Equity Services
Advisory Services Network
Wells Fargo & Company
LPL Financial
Group One Trading

View all funds holding Permian Basin Royalty Trust