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Permian Basin Royalty Trust shares owned by Steel Peak Wealth Management

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

Historical chart of Steel Peak 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 Steel Peak 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 Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.1M 235k 21.53

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Top funds holding Permian Basin Royalty Trust

SoftVest Advisors
Horizon Kinetics Asset Management
MRM-Horizon Advisors
Schwartz Investment Counsel
Foundation Resource Management
Moors & Cabot
Sei Investments
Susquehanna International
Morgan Stanley
Hosking Partners
Commonwealth Equity Services
Advisory Services Network
MSRH
Steel Peak Wealth Management
Wells Fargo & Company

View all funds holding Permian Basin Royalty Trust