IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $3.11K | Hold |
1,709
| – | – | ﹤0.01% | 4044 |
|
|
2026
Q2 | $2.89K | Hold |
1,709
| – | – | ﹤0.01% | 4069 |
|
|
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% | +$1.04K | ﹤0.01% | 2594 |
|
|
2023
Q1 | $4.74K | 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
IFP Advisors's PVL Position: Q3 2026 in Review
IFP Advisors held its Permianville Royalty Trust (PVL) position steady in Q3 2026 at 1,709 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #4044.
IFP Advisors first reported a position in PVL in Q3 2018 and has held it in 21 quarters since. The position peaked at $5K in Q4 2022. 4 funds tracked by Wall St. Rank hold PVL as of Q3 2026.
- IFP Advisors held 1,709 shares of Permianville Royalty Trust worth $3.11K as of Q3 2026.
- IFP Advisors left its Permianville Royalty Trust share count unchanged in Q3 2026.
- Permianville Royalty Trust made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4044 holding.
- IFP Advisors first reported a position in Permianville Royalty Trust in Q3 2018 and has held it in 21 quarters since.
- IFP Advisors's Permianville Royalty Trust position peaked at $5K in Q4 2022.
- 4 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q3 2026.
Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.