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Permian Basin Royalty Trust shares owned by Principia Wealth Advisory

Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Principia Wealth Advisory from 13F filings

Historical chart of Principia Wealth Advisory investment in Permian Basin Royalty Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Permian Basin Royalty Trust by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $17k 1.3k 12.43
2025-03-31 $13k 1.3k 9.51
2024-12-31 $15k 1.3k 11.02

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Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

Top funds holding Permian Basin Royalty Trust

SoftVest Advisors
Horizon Kinetics Asset Management
Schwartz Investment Counsel
MRM-Horizon Advisors
Jane Street
Foundation Resource Management
Citadel Advisors
Moors & Cabot
Susquehanna International
Hosking Partners
Morgan Stanley
Commonwealth Equity Services
Advisory Services Network
Wells Fargo & Company
LPL Financial

View all funds holding Permian Basin Royalty Trust