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Permian Basin Royalty Trust shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Permian Basin Royalty Trust

Tip: Access up to 7 years of quarterly data

All positions including Permian Basin Royalty Trust held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Permian Basin Royalty Trust by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 100k 14.00

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Crowdstrike Hldgs Cl A (CRWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
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Amazon (AMZN)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding Permian Basin Royalty Trust

Horizon Kinetics Asset Management
Schwartz Investment Counsel
Foundation Resource Management
UBS Group
Hosking Partners
Citadel Advisors
Moors & Cabot
MRM-Horizon Advisors
Wells Fargo & Company
Beacon Pointe Advisors
Captrust Financial Advisors
Pathstone Holdings
Commonwealth Equity Services
Essex Financial Services
Fielder Capital Group

View all funds holding Permian Basin Royalty Trust