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Permian Basin Royalty Trust shares owned by Sugarloaf Wealth Management

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

Historical chart of Sugarloaf 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 Sugarloaf 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 Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13k 1.1k 11.89
2024-06-30 $12k 1.1k 11.26
2024-03-31 $12k 1.0k 12.10

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View all positions for Sugarloaf Wealth Management

Top funds holding Permian Basin Royalty Trust

SoftVest Advisors
Horizon Kinetics Asset Management
Schwartz Investment Counsel
Foundation Resource Management
Moors & Cabot
MRM-Horizon Advisors
LPL Financial
Citadel Advisors
Hosking Partners
Susquehanna International
Ofi Invest Asset Management
Commonwealth Equity Services
BWM Planning
Morgan Stanley
Beacon Pointe Advisors

View all funds holding Permian Basin Royalty Trust