Permian Basin Royalty Trust shares owned by Schwartz Investment Counsel
Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Schwartz Investment Counsel
from 13F filings
Historical chart of Schwartz Investment Counsel investment in Permian Basin Royalty Trust
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Quarterly reported holdings in Permian Basin Royalty Trust by Schwartz Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 985k | 18.26 |
| 2025-06-30 | $18M | 1.4M | 12.43 |
| 2025-03-31 | $15M | 1.5M | 9.87 |
| 2024-12-31 | $15M | 1.4M | 11.02 |
| 2024-09-30 | $17M | 1.4M | 11.87 |
| 2024-06-30 | $13M | 1.1M | 11.22 |
| 2024-03-31 | $12M | 982k | 12.06 |
| 2023-12-31 | $11M | 804k | 14.00 |
| 2023-09-30 | $12M | 572k | 21.25 |
| 2023-06-30 | $11M | 440k | 24.93 |
| 2023-03-31 | $11M | 440k | 24.40 |
| 2022-12-31 | $2.3M | 92k | 25.20 |
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