BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in PBT — Permian Basin Royalty Trust

CIK 911274 CANTON, OH

Position in PBT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$658,977

+$21,620 QoQ

Shares Held

26,317

-11.1% QoQ

Ownership

0.056%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#39

of 101 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $2,868,219 across 4 Oil & Gas Midstream names. PBT ranks #3 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	36,923	$1,180,428
2	WMB	Williams Companies, Inc.	9,359	$695,748
3	PBT	Permian Basin Royalty Trust This page	26,317	$658,977
4	ENB	Enbridge Inc	6,144	$333,066

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$658,977	26,317	-11.1%	Shares	Sole	2026-07-29
2026-03-31	$637,357	29,617	-7.2%	Shares	Sole	2026-04-16
2025-12-31	$541,950	31,917	0.0%	Shares	Sole	2026-02-05
2025-09-30	$582,485	31,917	0.0%	Shares	Sole	2025-11-13
2025-06-30	$397,685	31,917	-3.9%	Shares	Sole	2025-08-07
2025-03-31	$329,180	33,217	0.0%	Shares	Sole	2025-04-08
2024-12-31	$368,044	33,217	0.0%	Shares	Sole	2025-01-28
2024-09-30	$394,950	33,217	0.0%	Shares	Sole	2024-10-22
2024-06-30	$374,023	33,217	-0.9%	Shares	Sole	2024-07-03
2024-03-31	$405,555	33,517	-9.1%	Shares	Sole	2024-04-08
2023-12-31	$514,663	36,867	0.0%	Shares	Sole	2024-01-09
2023-09-30	$783,423	36,867	0.0%	Shares	Sole	2023-10-10
2023-06-30	$919,094	36,867	-6.8%	Shares	Sole	2023-07-11
2023-03-31	$964,751	39,539	-1.2%	Shares	Sole	2023-04-11
2022-12-31	$1,008,982	40,039	-4.4%	Shares	Sole	2023-01-17
2022-09-30	$683,786	41,873	0.0%	Shares	Sole	2022-10-06
2022-06-30	$692,998	41,873	+2.4%	Shares	Sole	2022-07-11
2022-03-31	$511,308	40,872	0.0%	Shares	Sole	2022-04-12
2021-12-31	$412,807	40,872	0.0%	Shares	Sole	2022-01-10
2021-09-30	$234,196	40,872	0.0%	Shares	Sole	2021-10-08
2021-06-30	$229,700	40,872	-4.0%	Shares	Sole	2021-07-08
2021-03-31	$169,436	42,572	-2.7%	Shares	Sole	2021-04-23
2020-12-31	$144,885	43,772	0.0%	Shares	Sole	2021-01-20
2020-09-30	$108,554	43,772	-4.0%	Shares	Sole	2020-10-08
2020-06-30	$150,480	45,600	-4.2%	Shares	Sole	2020-07-17
2020-03-31	$134,232	47,600	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.