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
Tip: Access up to 7 years of quarterly data
All positions including Permian Basin Royalty Trust held by Schwartz Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Permian Basin Royalty Trust by Schwartz Investment Counsel
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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