BFIM
PBT

Beese Fulmer Investment Management’s Permian Basin Royalty Trust PBT Stock Holding History

Beese Fulmer Investment Management’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$638K Sell
29,617
-2,300
-7% -$44.8K 0.04% 187
2025
Q4 		$542K Hold
31,917
– – 0.04% 191
2025
Q3 		$583K Hold
31,917
– – 0.04% 172
2025
Q2 		$397K Sell
31,917
-1,300
-4% -$13.8K 0.03% 205
2025
Q1 		$328K Hold
33,217
– – 0.03% 193
2024
Q4 		$367K Hold
33,217
– – 0.03% 176
2024
Q3 		$394K Hold
33,217
– – 0.03% 171
2024
Q2 		$373K Sell
33,217
-300
-0.9% -$3.64K 0.03% 169
2024
Q1 		$405K Sell
33,517
-3,350
-9% -$45.5K 0.04% 164
2023
Q4 		$516K Hold
36,867
– – 0.05% 146
2023
Q3 		$783K Hold
36,867
– – 0.09% 124
2023
Q2 		$919K Sell
36,867
-2,672
-7% -$66K 0.1% 121
2023
Q1 		$965K Sell
39,539
-500
-1% -$11.9K 0.11% 119
2022
Q4 		$1.01M Sell
40,039
-1,834
-4% -$37.9K 0.12% 121
2022
Q3 		$683K Hold
41,873
– – 0.09% 128
2022
Q2 		$693K Buy
41,873
+1,001
+2% +$15.5K 0.09% 130
2022
Q1 		$509K Hold
40,872
– – 0.06% 156
2021
Q4 		$412K Hold
40,872
– – 0.04% 168
2021
Q3 		$234K Hold
40,872
– – 0.03% 205
2021
Q2 		$229K Sell
40,872
-1,700
-4% -$7.4K 0.03% 202
2021
Q1 		$169K Sell
42,572
-1,200
-3% -$4.79K 0.02% 222
2020
Q4 		$146K Hold
43,772
– – 0.02% 206
2020
Q3 		$109K Sell
43,772
-1,828
-4% -$5.61K 0.02% 189
2020
Q2 		$150K Sell
45,600
-2,000
-4% -$6.65K 0.02% 206
2020
Q1 		$136K Hold
47,600
– – 0.02% 174
2019
Q4 		$185K Sell
47,600
-3,000
-6% -$12.1K 0.03% 196
2019
Q3 		$262K Sell
50,600
-1,700
-3% -$8.78K 0.04% 172
2019
Q2 		$318K Sell
52,300
-2,050
-4% -$13.2K 0.06% 131
2019
Q1 		$409K Sell
54,350
-2,000
-4% -$14.6K 0.08% 116
2018
Q4 		$332K Sell
56,350
-1,100
-2% -$7.75K 0.07% 122
2018
Q3 		$458K Sell
57,450
-450
-0.8% -$4K 0.09% 113
2018
Q2 		$540K Sell
57,900
-1,500
-3% -$14.5K 0.11% 107
2018
Q1 		$573K Hold
59,400
– – 0.13% 106
2017
Q4 		$527K Sell
59,400
-1,420
-2% -$13K 0.11% 111
2017
Q3 		$530K Buy
60,820
+2,100
+4% +$18.2K 0.12% 110
2017
Q2 		$511K Hold
58,720
– – 0.12% 110
2017
Q1 		$549K Buy
58,720
+2,000
+4% +$17.8K 0.13% 106
2016
Q4 		$437K Buy
56,720
+3,750
+7% +$27.2K 0.11% 112
2016
Q3 		$369K Buy
52,970
+1,000
+2% +$6.96K 0.1% 115
2016
Q2 		$381K Buy
51,970
+1,500
+3% +$10.2K 0.11% 112
2016
Q1 		$318K Buy
50,470
+1,000
+2% +$5.51K 0.09% 120
2015
Q4 		$250K Buy
49,470
+2,500
+5% +$15.5K 0.08% 123
2015
Q3 		$287K Buy
46,970
+600
+1% +$4.18K 0.09% 122
2015
Q2 		$374K Hold
46,370
– – 0.12% 109
2015
Q1 		$375K Sell
46,370
-1,400
-3% -$13.2K 0.13% 102
2014
Q4 		$456K Sell
47,770
-4,325
-8% -$49.2K 0.14% 103
2014
Q3 		$707K Buy
52,095
+4,900
+10% +$68.8K 0.23% 91
2014
Q2 		$673K Buy
47,195
+9,225
+24% +$128K 0.22% 91
2014
Q1 		$501K Buy
37,970
+7,500
+25% +$97.1K 0.17% 99
2013
Q4 		$392K Buy
30,470
+10,370
+52% +$148K 0.14% 109
2013
Q3 		$286K Buy
20,100
+5,950
+42% +$80.5K 0.11% 119
2013
Q2 		$188K Buy
+14,150
New +$183K 0.08% 126

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Beese Fulmer Investment Management's PBT Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its Permian Basin Royalty Trust (PBT) stake by 7.2% in Q1 2026, selling an estimated $44.8K and leaving 29,617 shares worth $638K. The position accounts for 0.04% of the portfolio, ranked #187.

Beese Fulmer Investment Management first reported a position in PBT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.01M in Q4 2022. 96 funds tracked by Wall St. Rank hold PBT as of Q1 2026.

  • Beese Fulmer Investment Management held 29,617 shares of Permian Basin Royalty Trust worth $638K as of Q1 2026.
  • Beese Fulmer Investment Management sold 2,300 Permian Basin Royalty Trust shares in Q1 2026, an estimated $44.8K.
  • Permian Basin Royalty Trust made up 0.04% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #187 holding.
  • Beese Fulmer Investment Management first reported a position in Permian Basin Royalty Trust in Q2 2013 and has held it in 52 quarters since.
  • Beese Fulmer Investment Management's Permian Basin Royalty Trust position peaked at $1.01M in Q4 2022.
  • 96 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.