DWA
PVL

Davis Wealth Advisors’s Permianville Royalty Trust PVL Stock Holding History

Davis Wealth 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
Q2 		– Sell
-10,176
Closed -$18.8K – 79
2026
Q1 		$18.8K Buy
+10,176
New +$18.2K 0.02% 72

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
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return

Davis Wealth Advisors's PVL Position: Q2 2026 in Review

Davis Wealth Advisors sold out of Permianville Royalty Trust (PVL) in Q2 2026, closing a stake of 10,176 shares — an estimated $18.8K sold.

Davis Wealth Advisors first reported a position in PVL in Q1 2026 and held it in 1 quarter. The position peaked at $18.8K in Q1 2026. 25 funds tracked by Wall St. Rank hold PVL as of Q2 2026.

  • Davis Wealth Advisors reported no remaining Permianville Royalty Trust position as of Q2 2026 after selling out during the quarter.
  • Davis Wealth Advisors sold 10,176 Permianville Royalty Trust shares in Q2 2026, an estimated $18.8K.
  • Davis Wealth Advisors first reported a position in Permianville Royalty Trust in Q1 2026 and held it in 1 quarter.
  • Davis Wealth Advisors's Permianville Royalty Trust position peaked at $18.8K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q2 2026.

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