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Permian Basin Royalty Trust shares owned by Union Bankshares

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

Historical chart of Union Bankshares investment in Permian Basin Royalty Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Permian Basin Royalty Trust by Union Bankshares

Quarter filed Position value Share count Share price at filing
2025-09-30 $138k 7.6k 18.25
2025-06-30 $81k 6.5k 12.46

More positions owned by Union Bankshares

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares S&p 500 Index Fund Core S&p500 Etf (IVV)
Ishares S&p Midcap 400 Index Core S&p Mcp Etf (IJH)
Ishares Top 200 Growth Etf Rus Tp200 Gr Etf (IWY)
Ishares S&p Smallcap 600 Index Fund Core S&p Scp Etf (IJR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Ishares Russell Midcap Index Fund Rus Mid Cap Etf (IWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc B Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)

View all positions for Union Bankshares

Top funds holding Permian Basin Royalty Trust

SoftVest Advisors
Horizon Kinetics Asset Management
Schwartz Investment Counsel
MRM-Horizon Advisors
Jane Street
Foundation Resource Management
Citadel Advisors
Moors & Cabot
Susquehanna International
Hosking Partners
Morgan Stanley
Commonwealth Equity Services
Advisory Services Network
Wells Fargo & Company
LPL Financial

View all funds holding Permian Basin Royalty Trust