SoftVest Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$77.3M Buy
2025
Q1
$43.9M Hold
2024
Q4
$49.1M Hold
2024
Q3
$52.7M Buy
2024
Q2
$49.3M Buy
2024
Q1
$52M Buy
2023
Q4
$57.9M Buy
2023
Q3
$88.1M Hold
2023
Q2
$103M Hold
2023
Q1
$101M Hold
2022
Q4
$105M Buy
2022
Q3
$67.1M Hold
2022
Q2
$68M Buy
2022
Q1
$48.2M Buy
2021
Q4
$28M Buy
2021
Q3
$12.8M Buy
2021
Q2
$10.6M Hold
2021
Q1
$7.51M Buy
2020
Q4
$5.47M Buy
2020
Q3
$1.24M Hold
2020
Q2
$1.65M Buy
2020
Q1
$1.38M Buy