EFS
PVL

Essex Financial Services’s Permianville Royalty Trust PVL Stock Holding History

Essex Financial Services’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
2023
Q1 		– Sell
-58,730
Closed -$196K – 503
2022
Q4 		$196K Buy
+58,730
New +$207K 0.02% 458

Other funds holding PVL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Sinecera Capital Austin, Texas $82.9M AUM 21.76% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
Marco Investment Management Atlanta, Georgia $1.33B AUM 32.43% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Essex Financial Services's PVL Position: Q1 2023 in Review

Essex Financial Services sold out of Permianville Royalty Trust (PVL) in Q1 2023, closing a stake of 58,730 shares — an estimated $196K sold.

Essex Financial Services first reported a position in PVL in Q4 2022 and held it in 1 quarter. The position peaked at $196K in Q4 2022. 23 funds tracked by Wall St. Rank hold PVL as of Q1 2023.

  • Essex Financial Services reported no remaining Permianville Royalty Trust position as of Q1 2023 after selling out during the quarter.
  • Essex Financial Services sold 58,730 Permianville Royalty Trust shares in Q1 2023, an estimated $196K.
  • Essex Financial Services first reported a position in Permianville Royalty Trust in Q4 2022 and held it in 1 quarter.
  • Essex Financial Services's Permianville Royalty Trust position peaked at $196K in Q4 2022.
  • 23 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q1 2023.

Based on Essex Financial Services's 13F filing for Q1 2023, filed 11 May 2023.