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Permian Basin Royalty Trust shares owned by Puplava Financial Services

Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Puplava Financial Services from 13F filings

Historical chart of Puplava Financial Services investment in Permian Basin Royalty Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Permian Basin Royalty Trust by Puplava Financial Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $222k 20k 11.08
2024-09-30 $238k 20k 11.89

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Top funds holding Permian Basin Royalty Trust

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

View all funds holding Permian Basin Royalty Trust