Permian Basin Royalty Trust shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in Permian Basin Royalty Trust
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Quarterly reported holdings in Permian Basin Royalty Trust by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $8.3k | 384 | 21.52 |
| 2025-12-31 | $6.5k | 384 | 16.96 |
| 2025-09-30 | $7.0k | 384 | 18.26 |
| 2025-06-30 | $4.8k | 384 | 12.61 |
| 2025-03-31 | $3.9k | 384 | 10.11 |
| 2024-12-31 | $4.2k | 384 | 11.02 |