Back to PBT

Clark Asset Management, LLC → PBT

Clark Asset Management, LLC PBT Position History

Permian Basin Royalty Trust • Energy

Quarters held
5
Latest value
$315K
Q3 2026
Peak value
$315K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$183K
Q4 2025$170K
Q1 2026$215K
Q2 2026$250K
Q3 2026$315K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$315K10.0K——
Q2 2026$250K10.0K——
Q1 2026$215K10.0K——
Q4 2025$170K10.0K——
Q3 2025$183K10.0K——

Other funds holding PBT

Other Clark Asset Management, LLC positions

VGES

VANGUARD TAX-MANAGED FDS

$203.2M
VGES

VANGUARD TAX-MANAGED FDS

$193.8M
VGES

VANGUARD TAX-MANAGED FDS

$163.9M
VGES

VANGUARD TAX-MANAGED FDS

$146.3M
VGES

VANGUARD INDEX FDS

$132.5M
VGES

VANGUARD TAX-MANAGED FDS

$130.7M
VGES

VANGUARD INDEX FDS

$127M
VGES

VANGUARD INDEX FDS

$121.4M