BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in PBT — Permian Basin Royalty Trust

CIK 911274 CANTON, OH

Position in PBT

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$637,357

+$95,407 QoQ

Shares Held

29,617

-7.2% QoQ

Ownership

0.064%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $3,663,488 across 5 Oil & Gas Midstream names. PBT ranks #3 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	36,903	$1,237,357
2	WMB	Williams Companies, Inc.	12,232	$890,244
3	PBT	Permian Basin Royalty Trust This page	29,617	$637,357
4	TRGP	Targa Resources Corp.	2,230	$559,127
5	ENB	Enbridge Inc	6,269	$339,403

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.