IA
PVL

IFP Advisors’s Permianville Royalty Trust PVL Stock Holding History

IFP 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 		$2.89K Hold
1,709
– – ﹤0.01% 4068
2026
Q1 		$3.16K Hold
1,709
– – ﹤0.01% 3779
2025
Q4 		$3.08K Hold
1,709
– – ﹤0.01% 3666
2025
Q3 		$3.09K Hold
1,709
– – ﹤0.01% 3500
2025
Q2 		$3.16K Hold
1,709
– – ﹤0.01% 3670
2025
Q1 		$2.67K Hold
1,709
– – ﹤0.01% 3049
2024
Q4 		$2.32K Hold
1,709
– – ﹤0.01% 3048
2024
Q3 		$2.77K Hold
1,709
– – ﹤0.01% 2838
2024
Q2 		$1.78K Hold
1,709
– – ﹤0.01% 2835
2024
Q1 		$2.32K Hold
1,709
– – ﹤0.01% 2652
2023
Q4 		$2.46K Hold
1,709
– – ﹤0.01% 2626
2023
Q3 		$4.34K Hold
1,709
– – ﹤0.01% 2565
2023
Q2 		$4.27K Buy
1,709
+409
+31% +$1.03K ﹤0.01% 2594
2023
Q1 		$4.75K Hold
1,300
– – ﹤0.01% 2588
2022
Q4 		$5K Hold
1,300
– – ﹤0.01% 3806
2022
Q3 		$5K Hold
1,300
– – ﹤0.01% 4050
2022
Q2 		$5K Hold
1,300
– – ﹤0.01% 3813
2022
Q1 		$5K Buy
+1,300
New +$3.13K ﹤0.01% 3813
2019
Q1 		– Sell
-500
Closed -$1K – 3172
2018
Q4 		$1K Hold
500
– – ﹤0.01% 3364
2018
Q3 		$2K Buy
+500
New +$1.78K ﹤0.01% 3567

Other funds holding PVL

LA
LexAurum Advisors Overland Park, Kansas $866M AUM
DG
Diesslin Group Fort Worth, Texas $259M AUM
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

IFP Advisors's PVL Position: Q2 2026 in Review

IFP Advisors held its Permianville Royalty Trust (PVL) position steady in Q2 2026 at 1,709 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #4068.

IFP Advisors first reported a position in PVL in Q3 2018 and has held it in 20 quarters since. The position peaked at $5K in Q4 2022. 5 funds tracked by Wall St. Rank hold PVL as of Q2 2026.

  • IFP Advisors held 1,709 shares of Permianville Royalty Trust worth $2.89K as of Q2 2026.
  • IFP Advisors left its Permianville Royalty Trust share count unchanged in Q2 2026.
  • Permianville Royalty Trust made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4068 holding.
  • IFP Advisors first reported a position in Permianville Royalty Trust in Q3 2018 and has held it in 20 quarters since.
  • IFP Advisors's Permianville Royalty Trust position peaked at $5K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.