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Capital Investment Advisors, LLC → PBT
Capital Investment Advisors, LLC PBT Position History
Permian Basin Royalty Trust • Energy
Quarters held
5
Latest value
$578K
Q3 2026
Peak value
$578K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $311K |
| Q1 2026 | $395K |
| Q1 2026 | $395K |
| Q2 2026 | $460K |
| Q3 2026 | $578K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $578K | 18.4K | — | — |
| Q2 2026 | $460K | 18.4K | — | — |
| Q1 2026 | $395K | 18.4K | — | — |
| Q1 2026 | $395K | 18.4K | — | — |
| Q4 2025 | $311K | 18.4K | — | — |