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
-12,100
Closed -$21.8K – 13981
2025
Q4 		$21.8K Buy
+12,100
New +$21.8K ﹤0.01% 12321
2025
Q3 		– Sell
-12,400
Closed -$22.9K – 13826
2025
Q2 		$22.9K Buy
+12,400
New +$19.8K ﹤0.01% 12072
2024
Q4 		– Sell
-2,300
Closed -$3.73K – 15207
2024
Q3 		$3.73K Sell
2,300
-100
-4% -$157 ﹤0.01% 13629
2024
Q2 		$2.49K Sell
2,400
-2,300
-49% -$3.15K ﹤0.01% 13680
2024
Q1 		$6.39K Sell
4,700
-7,600
-62% -$11.3K ﹤0.01% 13679
2023
Q4 		$17.7K Sell
12,300
-500
-4% -$1K ﹤0.01% 12729
2023
Q3 		$32.5K Buy
12,800
+5,900
+86% +$16K ﹤0.01% 12208
2023
Q2 		$17.3K Sell
6,900
-700
-9% -$1.77K ﹤0.01% 12856
2023
Q1 		$18.2K Sell
7,600
-1,400
-16% -$3.8K ﹤0.01% 13133
2022
Q4 		$30.1K Buy
+9,000
New +$31.7K ﹤0.01% 12743
2022
Q2 		– Sell
-16,100
Closed -$40K – 13864
2022
Q1 		$40K Buy
+16,100
New +$38.8K ﹤0.01% 12938
2021
Q3 		– Sell
-13,900
Closed -$27K – 14473
2021
Q2 		$27K Buy
+13,900
New +$23K ﹤0.01% 13500

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.