Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 16 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PERMIAN BASIN ROYALTY TRUST | 6,217,107 | reported | 03 Jul 2025 | tx 26+157,107−3,185.6 |
| CROSS TIMBERS ROYALTY TRUST | 629,384 | reported | 26 Mar 2026 | tx 2+29,293 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 25 Mar 2026 | PURCHASE | CROSS TIMBERS ROYALTY TRUST | 26,134 | 9.69 USD | |
| 26 Mar 2026 | PURCHASE | CROSS TIMBERS ROYALTY TRUST | 3,159 | 9.91 USD | |
| 20 Jun 2025 | EXERCISE | PERMIAN BASIN ROYALTY TRUST | 23,300 | 12.50 USD | |
| 03 Jul 2025 | PURCHASE | PERMIAN BASIN ROYALTY TRUST | 2,000 | 12.80 USD | |
| 02 Jul 2025 | PURCHASE | PERMIAN BASIN ROYALTY TRUST | 6,483 | 12.78 USD | |
| 11 Jun 2025 | PURCHASE | PERMIAN BASIN ROYALTY TRUST | 5,000 | 11.49 USD | |
| 11 Jun 2025 | EXERCISE | PERMIAN BASIN ROYALTY TRUST | 1,000 | 12.50 USD | |
| 12 Jun 2025 | PURCHASE | PERMIAN BASIN ROYALTY TRUST | 22,000 | 11.62 USD | |
| 12 Jun 2025 | EXERCISE | PERMIAN BASIN ROYALTY TRUST | 20,300 | 12.50 USD | |
| 17 Jun 2025 | PURCHASE | PERMIAN BASIN ROYALTY TRUST | 15,000 | 12.08 USD | |
| 18 Jun 2025 | PURCHASE | PERMIAN BASIN ROYALTY TRUST | 11,241 | 12.11 USD | |
| 20 Jun 2025 | PURCHASE | PERMIAN BASIN ROYALTY TRUST | 4,582 | 11.96 USD | |
| 23 Jun 2025 | PURCHASE | PERMIAN BASIN ROYALTY TRUST | 20,165 | 12.12 USD | |
| 24 Jun 2025 | PURCHASE | PERMIAN BASIN ROYALTY TRUST | 7,138 | 12.10 USD | |
| 25 Jun 2025 | PURCHASE | PERMIAN BASIN ROYALTY TRUST | 4,000 | 12.05 USD | |
| 26 Jun 2025 | PURCHASE | PERMIAN BASIN ROYALTY TRUST | 2,000 | 12.31 USD | |
| 27 Jun 2025 | PURCHASE | PERMIAN BASIN ROYALTY TRUST | 6,898 | 12.51 USD | |
| 30 Jun 2025 | PURCHASE | PERMIAN BASIN ROYALTY TRUST | 4,000 | 12.46 USD | |
| 01 Jul 2025 | PURCHASE | PERMIAN BASIN ROYALTY TRUST | 2,000 | 12.40 USD | |
| 20 Jun 2025 | EXERCISE | PERMIAN BASIN ROYALTY TRUST | 2,711 | 0.00 USD | deriv |
| 20 Jun 2025 | EXERCISE | PERMIAN BASIN ROYALTY TRUST | 23.3 | 0.00 USD | deriv |
| 12 Jun 2025 | EXERCISE | PERMIAN BASIN ROYALTY TRUST | 20.3 | 0.00 USD | deriv |
| 12 Jun 2025 | SALE | PERMIAN BASIN ROYALTY TRUST | 50 | 1.05 USD | deriv |
| 11 Jun 2025 | EXERCISE | PERMIAN BASIN ROYALTY TRUST | 10 | 0.00 USD | deriv |
| 11 Jun 2025 | SALE | PERMIAN BASIN ROYALTY TRUST | 200 | 1.02 USD | deriv |