Permian Basin Royalty Trust shares owned by Resurgent Financial Advisors
Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Resurgent Financial Advisors
from 13F filings
Historical chart of Resurgent Financial Advisors investment in Permian Basin Royalty Trust
Tip: Access up to 7 years of quarterly data
All positions including Permian Basin Royalty Trust held by Resurgent Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Permian Basin Royalty Trust by Resurgent Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $365k | 20k | 18.25 |
| 2025-06-30 | $249k | 20k | 12.46 |
| 2025-03-31 | $198k | 20k | 9.91 |
| 2024-12-31 | $222k | 20k | 11.08 |
| 2024-09-30 | $238k | 20k | 11.89 |
| 2024-06-30 | $225k | 20k | 11.26 |
| 2024-03-31 | $581k | 48k | 12.10 |
| 2023-12-31 | $670k | 48k | 13.96 |
| 2023-09-30 | $1.0M | 48k | 21.25 |
| 2023-06-30 | $1.2M | 48k | 24.93 |
| 2023-03-31 | $1.2M | 48k | 24.40 |
| 2022-12-31 | $1.2M | 48k | 25.20 |
| 2022-09-30 | $784k | 48k | 16.33 |
| 2022-06-30 | $794k | 48k | 16.54 |
| 2022-03-31 | $600k | 48k | 12.50 |
| 2021-12-31 | $485k | 48k | 10.10 |
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