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

PP
Pingora Partners Wilson, Wyoming $171M AUM 60.67% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Citadel Advisors's PVL Position: Q2 2026 in Review

Citadel Advisors opened a new position in Permianville Royalty Trust (PVL) in Q2 2026: 24,489 shares worth $41.4K. The stake represents ﹤0.01% of the portfolio and ranks #13208 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in PVL as recently as Q4 2025.

Citadel Advisors first reported a position in PVL in Q4 2018 and has held it in 14 quarters since. The position peaked at $277K in Q4 2022. 25 funds tracked by Wall St. Rank hold PVL as of Q2 2026.

  • Citadel Advisors held 24,489 shares of Permianville Royalty Trust worth $41.4K as of Q2 2026.
  • Permianville Royalty Trust was a new Citadel Advisors position in Q2 2026.
  • Permianville Royalty Trust made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #13208 holding.
  • Citadel Advisors first reported a position in Permianville Royalty Trust in Q4 2018 and has held it in 14 quarters since.
  • Citadel Advisors's Permianville Royalty Trust position peaked at $277K in Q4 2022.
  • 25 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.