Warren Averett Asset Management »

Permian Basin Royalty Trust shares owned by Warren Averett Asset Management

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

Historical chart of Warren Averett Asset 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 Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Permian Basin Royalty Trust by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $215k 13k 16.96
2025-09-30 $231k 13k 18.26
2025-06-30 $157k 13k 12.43
2025-03-31 $125k 13k 9.87
2024-12-31 $140k 13k 11.02
2024-09-30 $150k 13k 11.87
2024-06-30 $153k 14k 11.22
2024-03-31 $153k 13k 12.06
2023-12-31 $177k 13k 14.00
2023-09-30 $273k 13k 21.22
2023-06-30 $246k 9.9k 24.94