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Permian Basin Royalty Trust shares owned by Ronald Blue Trust

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

Historical chart of Ronald Blue Trust investment in Permian Basin Royalty Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Permian Basin Royalty Trust by Ronald Blue Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $247k 20k 12.10
2023-12-31 $434k 20k 21.25
2023-09-30 $509k 20k 24.93
2023-06-30 $498k 20k 24.39
2023-03-31 $515k 20k 25.22

More positions owned by Ronald Blue Trust

Etf Ser Solutions Vident Us Equity (VUSE)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Msci Pac (IPAC)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Etf Ser Solutions Vident Us Bond (VBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Etf Ser Solutions Vident Internati (VIDI)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for Ronald Blue Trust

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
Susquehanna International
Wells Fargo & Company
Beacon Pointe Advisors
Captrust Financial Advisors
Pathstone Holdings
Commonwealth Equity Services
Essex Financial Services

View all funds holding Permian Basin Royalty Trust