Cresset Asset Management’s Permianville Royalty Trust PVL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$45.5K Buy
2025
Q1
$38.5K Hold
2024
Q4
$33.3K Buy
2024
Q3
$39K Buy
2024
Q2
$24.1K Buy
2024
Q1
Sell
2023
Q4
$33.4K Buy
2023
Q3
$56.5K Buy
2023
Q2
$52.9K Buy
2023
Q1
$49.5K Buy
2022
Q4
$66.9K Buy
2022
Q3
$63K Buy
2022
Q2
$62K Buy
2022
Q1
$45K Buy
2021
Q4
$37K Buy
2021
Q3
$32K Buy