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 		$157K Buy
+84,900
New +$152K ﹤0.01% 11642
2024
Q4 		– Sell
-8,500
Closed -$13.8K – 15206
2024
Q3 		$13.8K Buy
8,500
+8,300
+4,150% +$13K ﹤0.01% 13047
2024
Q2 		$208 Sell
200
-68,800
-100% -$94.4K ﹤0.01% 14070
2024
Q1 		$93.8K Buy
69,000
+41,100
+147% +$61.3K ﹤0.01% 11446
2023
Q4 		$40.2K Sell
27,900
-10,800
-28% -$21.6K ﹤0.01% 12010
2023
Q3 		$98.3K Buy
38,700
+9,300
+32% +$25.1K ﹤0.01% 10916
2023
Q2 		$73.5K Buy
29,400
+10,600
+56% +$26.8K ﹤0.01% 11335
2023
Q1 		$44.9K Buy
18,800
+3,600
+24% +$9.78K ﹤0.01% 12299
2022
Q4 		$50.9K Buy
+15,200
New +$53.5K ﹤0.01% 12115
2022
Q1 		– Sell
-25,500
Closed -$54K – 14381
2021
Q4 		$54K Buy
25,500
+6,300
+33% +$13.6K ﹤0.01% 13209
2021
Q3 		$37K Sell
19,200
-2,900
-13% -$5.35K ﹤0.01% 13504
2021
Q2 		$43K Buy
22,100
+1,200
+6% +$1.98K ﹤0.01% 13390
2021
Q1 		$31K Buy
+20,900
New +$27.5K ﹤0.01% 13025

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.