Lummis Asset Management’s Permian Basin Royalty Trust PBT Stock Holding History

Lummis Asset 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
2025 Q2	$23K	Hold
2025 Q1	$18.3K	Hold
2024 Q4	$20.4K	Hold
2024 Q3	$22K	Hold
2024 Q2	$20.8K	Buy
2024 Q1	$14.9K	Hold
2023 Q4	$17.3K	Buy