Permian Basin Royalty Trust shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Permian Basin Royalty Trust
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Quarterly reported holdings in Permian Basin Royalty Trust by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $588k | 32k | 18.25 |
| 2025-06-30 | $385k | 31k | 12.46 |
| 2025-03-31 | $306k | 31k | 9.91 |
| 2024-12-31 | $327k | 30k | 11.08 |
| 2024-09-30 | $241k | 20k | 11.89 |
| 2024-06-30 | $172k | 15k | 11.26 |
| 2024-03-31 | $100k | 8.3k | 12.10 |
| 2023-12-31 | $63k | 4.5k | 13.96 |
| 2023-09-30 | $47k | 2.2k | 21.25 |
| 2023-06-30 | $38k | 1.5k | 24.93 |
| 2023-03-31 | $36k | 1.5k | 24.40 |
| 2022-12-31 | $20k | 780 | 25.20 |
| 2022-09-30 | $9.0k | 530 | 16.98 |
| 2022-06-30 | $9.0k | 531 | 16.95 |
| 2022-03-31 | $7.0k | 531 | 13.18 |
| 2020-06-30 | $84k | 26k | 3.28 |
| 2020-03-31 | $4.0k | 1.6k | 2.53 |
| 2019-12-31 | $6.0k | 1.6k | 3.80 |
| 2019-09-30 | $8.0k | 1.6k | 5.06 |
| 2019-06-30 | $9.0k | 1.6k | 5.70 |
| 2018-09-30 | $13k | 1.6k | 8.23 |
| 2018-06-30 | $15k | 1.6k | 9.49 |
| 2018-03-31 | $15k | 1.6k | 9.49 |
| 2017-12-31 | $14k | 1.6k | 8.86 |
| 2017-09-30 | $13k | 1.6k | 8.23 |
| 2017-06-30 | $13k | 1.6k | 8.23 |
| 2017-03-31 | $14k | 1.6k | 8.86 |
More positions owned by Steward Partners Investment Advisory
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