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Permian Basin Royalty Trust shares owned by United Financial Planning Group

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

Historical chart of United Financial Planning 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 United Financial Planning 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 United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $25k 1.0k 25.04

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Growth Index Etf (VUG)
Vanguard Ftse Developed Etf (VEA)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning 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
Sei Investments
Morgan Stanley
Hosking Partners
Advisory Services Network
MSRH
Wells Fargo & Company
Steel Peak Wealth Management
LPL Financial

View all funds holding Permian Basin Royalty Trust