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Permian Basin Royalty Trust shares owned by Reuter James Wealth Management

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

Historical chart of Reuter James Wealth 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 Reuter James Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Permian Basin Royalty Trust by Reuter James Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $232k 9.3k 25.04
2024-09-30 $110k 9.3k 11.89

More positions owned by Reuter James Wealth Management

Wal-Mart Stores (WMT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Etf Opportunities Trust Hedg Four Tu Etf (HEFT)
Exxon Mobil Corporation (XOM)
Ishares Gold Tr Ishares New (IAU)
Caterpillar (CAT)
Energy Transfer Com Ut Ltd Ptn (ET)
Select Sector Spdr Tr St Str Energ Etf (XLE)
Eli Lilly & Co. (LLY)
Vaneck Etf Trust Oil Services Etf (OIH)
Apple (AAPL)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
First Tr Exchange Traded Rba Indl Etf (AIRR)

View all positions for Reuter James Wealth Management

Top funds holding Permian Basin Royalty Trust

Horizon Kinetics Asset Management
SoftVest Advisors
MRM-Horizon Advisors
Schwartz Investment Counsel
Foundation Resource Management
Moors & Cabot
Commonwealth Equity Services
Morgan Stanley
Peak6
Hrt Financial
Advisory Services Network
MSRH
Wells Fargo & Company
Steel Peak Wealth Management
Beacon Pointe Advisors

View all funds holding Permian Basin Royalty Trust