CHAM
PVL

Clear Harbor Asset Management’s Permianville Royalty Trust PVL Stock Holding History

Clear Harbor Asset Management’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
Q2 		$32.8K Sell
19,386
-22,000
-53% -$41K ﹤0.01% 447
2026
Q1 		$76.6K Sell
41,386
-9,120
-18% -$16.3K 0.01% 436
2025
Q4 		$90.9K Buy
50,506
+5,500
+12% +$9.93K 0.01% 429
2025
Q3 		$81.5K Buy
+45,006
New +$84.6K 0.01% 411

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Clear Harbor Asset Management's PVL Position: Q2 2026 in Review

Clear Harbor Asset Management reduced its Permianville Royalty Trust (PVL) stake by 53% in Q2 2026, selling an estimated $41K and leaving 19,386 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Clear Harbor Asset Management first reported a position in PVL in Q3 2025 and has held it in 4 quarters since. The position peaked at $90.9K in Q4 2025. 25 funds tracked by Wall St. Rank hold PVL as of Q2 2026.

  • Clear Harbor Asset Management held 19,386 shares of Permianville Royalty Trust worth $32.8K as of Q2 2026.
  • Clear Harbor Asset Management sold 22,000 Permianville Royalty Trust shares in Q2 2026, an estimated $41K.
  • Permianville Royalty Trust made up ﹤0.01% of Clear Harbor Asset Management's portfolio in Q2 2026, its #447 holding.
  • Clear Harbor Asset Management first reported a position in Permianville Royalty Trust in Q3 2025 and has held it in 4 quarters since.
  • Clear Harbor Asset Management's Permianville Royalty Trust position peaked at $90.9K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.