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Permian Basin Royalty Trust shares owned by Milestone Group

Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Milestone Group from 13F filings

Historical chart of Milestone Group investment in Permian Basin Royalty Trust

Tip: Access up to 7 years of quarterly data

All positions including Permian Basin Royalty Trust held by Milestone Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Permian Basin Royalty Trust by Milestone Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $12k 490 25.07

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)

View all positions for Milestone Group

Top funds holding Permian Basin Royalty Trust

Horizon Kinetics Asset Management
SoftVest Advisors
MRM-Horizon Advisors
Schwartz Investment Counsel
Foundation Resource Management
Moors & Cabot
Commonwealth Equity Services
Morgan Stanley
Peak6
Hrt Financial
Advisory Services Network
MSRH
Wells Fargo & Company
Steel Peak Wealth Management
Beacon Pointe Advisors

View all funds holding Permian Basin Royalty Trust