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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
Q1
$18.8K
Buy
+10,176
New
+$18.2K
0.02%
72
Other funds holding PVL
ATPW
Ashton Thomas Private Wealth
Scottsdale, Arizona
$4.23B AUM
20.9%
1-Year Est. Return
PP
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$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
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
Acadian Asset Management
Boston, Massachusetts
$70.5B AUM
36%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
CHAM
Clear Harbor Asset Management
Stamford, Connecticut
$1.44B AUM
23.7%
1-Year Est. Return
DG
Diesslin Group
Fort Worth, Texas
$259M AUM
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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