J.W. Cole Advisors
PVL icon

J.W. Cole Advisors’s Permianville Royalty Trust PVL Stock Holding History

J.W. Cole 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
Q3 		$22.8K Hold
12,517
– – ﹤0.01% 1591
2026
Q2 		$21.2K Hold
12,517
– – ﹤0.01% 1579
2026
Q1 		$23.2K Hold
12,517
– – ﹤0.01% 781
2025
Q4 		$22.5K Hold
12,517
– – ﹤0.01% 1434
2025
Q3 		$22.7K Hold
12,517
– – ﹤0.01% 1533
2025
Q2 		$23.2K Hold
12,517
– – ﹤0.01% 1451
2025
Q1 		$19.6K Buy
+12,517
New +$18.6K ﹤0.01% 1243

Other funds holding PVL

PP
Pingora Partners Wilson, Wyoming $155M AUM 33.51% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Diesslin Group
Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Clear Harbor Asset Management
Clear Harbor Asset Management Stamford, Connecticut $1.74B AUM 28.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
MIM
Marco Investment Management Atlanta, Georgia $1.49B AUM 33.43% 1-Year Est. Return

J.W. Cole Advisors's PVL Position: Q3 2026 in Review

J.W. Cole Advisors held its Permianville Royalty Trust (PVL) position steady in Q3 2026 at 12,517 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

J.W. Cole Advisors first reported a position in PVL in Q1 2025 and has held it in 7 quarters since. The position peaked at $23.2K in Q1 2026. 21 funds tracked by Wall St. Rank hold PVL as of Q3 2026.

  • J.W. Cole Advisors held 12,517 shares of Permianville Royalty Trust worth $22.8K as of Q3 2026.
  • J.W. Cole Advisors left its Permianville Royalty Trust share count unchanged in Q3 2026.
  • Permianville Royalty Trust made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q3 2026, its #1591 holding.
  • J.W. Cole Advisors first reported a position in Permianville Royalty Trust in Q1 2025 and has held it in 7 quarters since.
  • J.W. Cole Advisors's Permianville Royalty Trust position peaked at $23.2K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.