Permian Basin Royalty Trust shares owned by Lummis Asset Management
Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Lummis Asset Management
from 13F filings
Historical chart of Lummis Asset Management investment in Permian Basin Royalty Trust
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Quarterly reported holdings in Permian Basin Royalty Trust by Lummis Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34k | 1.9k | 18.26 |
| 2025-06-30 | $23k | 1.9k | 12.43 |
| 2025-03-31 | $18k | 1.9k | 9.87 |
| 2024-12-31 | $20k | 1.9k | 11.02 |
| 2024-09-30 | $22k | 1.9k | 11.87 |
| 2024-06-30 | $21k | 1.9k | 11.22 |
| 2024-03-31 | $15k | 1.2k | 12.06 |
| 2023-12-31 | $17k | 1.2k | 14.00 |