Cambridge Investment Research Advisors’s Permianville Royalty Trust PVL Stock Holding History

Cambridge Investment Research Advisors’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 Q2	–	Sell	-10,558	Closed	-$17K	–	3739
2025 Q1	$17K	Buy	+10,558	New	+$15.7K	﹤0.01%	3467
2023 Q1	–	Sell	-20,344	Closed	-$68K	–	3231
2022 Q4	$68K	Buy	+20,344	New	+$71.7K	﹤0.01%	2952
2021 Q2	–	Sell	-13,785	Closed	-$21K	–	3159
2021 Q1	$21K	Hold	13,785	–	–	﹤0.01%	2843
2020 Q4	$10K	Sell	13,785 -4,000	-22%	-$2.64K	﹤0.01%	2698
2020 Q3	$12K	Buy	17,785 +4,000	+29%	+$3.96K	﹤0.01%	2506
2020 Q2	$17K	Buy	+13,785	New	+$18.2K	﹤0.01%	2435

Other funds holding PVL

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

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 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

MIM

Marco Investment Management Atlanta, Georgia $1.33B AUM 32.43% 1-Year Est. Return

Cambridge Investment Research Advisors's PVL Position: Q2 2025 in Review

Cambridge Investment Research Advisors sold out of Permianville Royalty Trust (PVL) in Q2 2025, closing a stake of 10,558 shares — an estimated $17K sold.

Cambridge Investment Research Advisors first reported a position in PVL in Q2 2020 and held it in 6 quarters. The position peaked at $68K in Q4 2022. 19 funds tracked by Wall St. Rank hold PVL as of Q2 2025.

Cambridge Investment Research Advisors reported no remaining Permianville Royalty Trust position as of Q2 2025 after selling out during the quarter.
Cambridge Investment Research Advisors sold 10,558 Permianville Royalty Trust shares in Q2 2025, an estimated $17K.
Cambridge Investment Research Advisors first reported a position in Permianville Royalty Trust in Q2 2020 and held it in 6 quarters.
Cambridge Investment Research Advisors's Permianville Royalty Trust position peaked at $68K in Q4 2022.
19 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q2 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.