Citadel Advisors
PVL

Citadel Advisors’s Permianville Royalty Trust PVL Stock Holding History

Citadel 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
2026
Q1 		– Sell
-59,755
Closed -$107K – 13980
2025
Q4 		$108K Buy
59,755
+31,727
+113% +$57.3K ﹤0.01% 11575
2025
Q3 		$50.7K Buy
+28,028
New +$52.7K ﹤0.01% 12198
2024
Q3 		– Sell
-127,836
Closed -$201K – 15027
2024
Q2 		$133K Buy
127,836
+65,076
+104% +$89.3K ﹤0.01% 10520
2024
Q1 		$85.4K Buy
62,760
+919
+1% +$1.37K ﹤0.01% 11568
2023
Q4 		$89.1K Buy
61,841
+29,486
+91% +$59.1K ﹤0.01% 11073
2023
Q3 		$82.2K Buy
+32,355
New +$87.5K ﹤0.01% 11141
2023
Q1 		– Sell
-82,565
Closed -$224K – 15339
2022
Q4 		$277K Buy
82,565
+36,753
+80% +$129K ﹤0.01% 9495
2022
Q3 		$152K Buy
+45,812
New +$153K ﹤0.01% 10683
2022
Q2 		– Sell
-16,002
Closed -$40K – 13863
2022
Q1 		$40K Buy
+16,002
New +$38.5K ﹤0.01% 12937
2021
Q2 		– Sell
-10,315
Closed -$17K – 14265
2021
Q1 		$15K Sell
10,315
-18,873
-65% -$24.9K ﹤0.01% 13081
2020
Q4 		$21K Buy
+29,188
New +$19.2K ﹤0.01% 10774
2019
Q4 		– Sell
-10,904
Closed -$29K – 9617
2019
Q3 		$29K Buy
+10,904
New +$28K ﹤0.01% 8857
2019
Q1 		– Sell
-10,188
Closed -$19K – 9743
2018
Q4 		$19K Buy
+10,188
New +$27.7K ﹤0.01% 8770

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Citadel Advisors's PVL Position: Q1 2026 in Review

Citadel Advisors sold out of Permianville Royalty Trust (PVL) in Q1 2026, closing a stake of 59,755 shares — an estimated $107K sold.

Citadel Advisors first reported a position in PVL in Q4 2018 and held it in 13 quarters. The position peaked at $277K in Q4 2022. 24 funds tracked by Wall St. Rank hold PVL as of Q1 2026.

  • Citadel Advisors reported no remaining Permianville Royalty Trust position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 59,755 Permianville Royalty Trust shares in Q1 2026, an estimated $107K.
  • Citadel Advisors first reported a position in Permianville Royalty Trust in Q4 2018 and held it in 13 quarters.
  • Citadel Advisors's Permianville Royalty Trust position peaked at $277K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.