Bank of America
PVL

Bank of America’s Permianville Royalty Trust PVL Stock Holding History

Bank of America’s Portfolio PVL Stock Details PVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-600
Closed -$816 – 8506
2024
Q4 		$816 Buy
+600
New +$922 ﹤0.01% 7331
2023
Q4 		– Sell
-10,500
Closed -$26.7K – 8183
2023
Q3 		$26.7K Hold
10,500
– – ﹤0.01% 6666
2023
Q2 		$26.3K Buy
10,500
+6,000
+133% +$15.2K ﹤0.01% 6644
2023
Q1 		$10.8K Hold
4,500
– – ﹤0.01% 6897
2022
Q4 		$15.1K Hold
4,500
– – ﹤0.01% 6825
2022
Q3 		$15K Hold
4,500
– – ﹤0.01% 7129
2022
Q2 		$15K Buy
4,500
+3,500
+350% +$13.1K ﹤0.01% 7272
2022
Q1 		$3K Buy
+1,000
New +$2.41K ﹤0.01% 7990
2020
Q2 		– Sell
-279
Closed – – 7067
2020
Q1 		$0 Sell
279
-7,321
-96% -$12.6K ﹤0.01% 7167
2019
Q4 		$14K Hold
7,600
– – ﹤0.01% 6585
2019
Q3 		$20K Hold
7,600
– – ﹤0.01% 6584
2019
Q2 		$20K Hold
7,600
– – ﹤0.01% 6568
2019
Q1 		$25K Hold
7,600
– – ﹤0.01% 6437
2018
Q4 		$14K Buy
+7,600
New +$20.6K ﹤0.01% 6572

Other funds holding PVL

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
PP
Pingora Partners Wilson, Wyoming $169M AUM 56.08% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America's PVL Position: Q1 2025 in Review

Bank of America sold out of Permianville Royalty Trust (PVL) in Q1 2025, closing a stake of 600 shares — an estimated $816 sold.

Bank of America first reported a position in PVL in Q4 2018 and held it in 14 quarters. The position peaked at $26.7K in Q3 2023. 21 funds tracked by Wall St. Rank hold PVL as of Q1 2025.

  • Bank of America reported no remaining Permianville Royalty Trust position as of Q1 2025 after selling out during the quarter.
  • Bank of America sold 600 Permianville Royalty Trust shares in Q1 2025, an estimated $816.
  • Bank of America first reported a position in Permianville Royalty Trust in Q4 2018 and held it in 14 quarters.
  • Bank of America's Permianville Royalty Trust position peaked at $26.7K in Q3 2023.
  • 21 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q1 2025.

Based on Bank of America's 13F filing for Q1 2025, filed 15 May 2025.