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COMMONWEALTH EQUITY SERVICES, LLC → PBT
COMMONWEALTH EQUITY SERVICES, LLC PBT Position History
Permian Basin Royalty Trust • Energy
Quarters held
4
Latest value
$17.1M
Q3 2026
Peak value
$17.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.4M |
| Q1 2026 | $5.8M |
| Q2 2026 | $10.6M |
| Q3 2026 | $17.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.1M | 544.2K | — | — |
| Q2 2026 | $10.6M | 424.2K | — | — |
| Q1 2026 | $5.8M | 269.0K | — | — |
| Q4 2025 | $4.4M | 259.3K | — | — |