Permian Basin Royalty Trust shares owned by LPL Financial
Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Permian Basin Royalty Trust
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Quarterly reported holdings in Permian Basin Royalty Trust by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 234k | 18.25 |
| 2025-06-30 | $2.9M | 236k | 12.46 |
| 2025-03-31 | $2.3M | 237k | 9.91 |
| 2024-12-31 | $3.2M | 292k | 11.08 |
| 2024-09-30 | $3.2M | 272k | 11.89 |
| 2024-06-30 | $3.5M | 312k | 11.26 |
| 2024-03-31 | $1.7M | 137k | 12.10 |
| 2023-09-30 | $3.7M | 175k | 21.25 |
| 2023-06-30 | $4.2M | 168k | 24.93 |
| 2023-03-31 | $2.2M | 88k | 24.40 |
| 2022-12-31 | $2.2M | 88k | 25.20 |
| 2022-09-30 | $1.4M | 86k | 16.32 |
| 2022-06-30 | $1.4M | 86k | 16.55 |
| 2022-03-31 | $976k | 78k | 12.51 |
| 2021-12-31 | $680k | 67k | 10.10 |
| 2021-09-30 | $400k | 70k | 5.72 |
| 2021-06-30 | $362k | 64k | 5.62 |
| 2021-03-31 | $252k | 63k | 3.98 |
| 2020-12-31 | $210k | 64k | 3.30 |
| 2020-09-30 | $168k | 68k | 2.48 |
| 2020-06-30 | $223k | 68k | 3.30 |
| 2020-03-31 | $187k | 66k | 2.82 |
| 2019-06-30 | $76k | 13k | 6.10 |
| 2017-09-30 | $240k | 28k | 8.72 |
| 2017-06-30 | $217k | 25k | 8.69 |
| 2017-03-31 | $223k | 24k | 9.35 |
| 2016-12-31 | $100k | 12k | 8.06 |
| 2014-09-30 | $147k | 11k | 13.44 |
| 2012-09-30 | $305k | 20k | 15.32 |
| 2011-09-30 | $668k | 33k | 20.47 |