Ofi Invest Asset Management »

Permian Basin Royalty Trust shares owned by Ofi Invest Asset Management

Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Ofi Invest Asset Management from 13F filings

Historical chart of Ofi Invest Asset Management investment in Permian Basin Royalty Trust

Tip: Access up to 7 years of quarterly data

All positions including Permian Basin Royalty Trust held by Ofi Invest Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Permian Basin Royalty Trust by Ofi Invest Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.3M 124k 10.51

More positions owned by Ofi Invest Asset Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Merck & Co (MRK)
BlackRock (BLK)
Oracle Corporation (ORCL)
UnitedHealth (UNH)
Pepsi (PEP)
Goldman Sachs (GS)
salesforce (CRM)

View all positions for Ofi Invest Asset Management

Top funds holding Permian Basin Royalty Trust

SoftVest Advisors
Horizon Kinetics Asset Management
Schwartz Investment Counsel
Foundation Resource Management
Moors & Cabot
MRM-Horizon Advisors
LPL Financial
Citadel Advisors
Hosking Partners
Susquehanna International
Ofi Invest Asset Management
Commonwealth Equity Services
BWM Planning
Morgan Stanley
Beacon Pointe Advisors

View all funds holding Permian Basin Royalty Trust