Back to PBT
BEESE FULMER INVESTMENT MANAGEMENT, INC. → PBT
BEESE FULMER INVESTMENT MANAGEMENT, INC. PBT Position History
Permian Basin Royalty Trust • Energy
Quarters held
5
Latest value
$828K
Q3 2026
Peak value
$828K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $583K |
| Q4 2025 | $542K |
| Q1 2026 | $638K |
| Q2 2026 | $659K |
| Q3 2026 | $828K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $828K | 26.3K | — | — |
| Q2 2026 | $659K | 26.3K | — | — |
| Q1 2026 | $638K | 29.6K | — | — |
| Q4 2025 | $542K | 31.9K | — | — |
| Q3 2025 | $583K | 31.9K | — | — |