KPWS
PVL

Kestra Private Wealth Services’s Permianville Royalty Trust PVL Stock Holding History

Kestra Private Wealth 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
2026
Q2 		$26.2K Hold
15,500
– – ﹤0.01% 1786
2026
Q1 		$28.7K Sell
15,500
-5,000
-24% -$8.95K ﹤0.01% 1730
2025
Q4 		$36.9K Hold
20,500
– – ﹤0.01% 1691
2025
Q3 		$37.1K Buy
+20,500
New +$38.5K ﹤0.01% 1643

Other funds holding PVL

PP
Pingora Partners Wilson, Wyoming $171M AUM 60.67% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return

Kestra Private Wealth Services's PVL Position: Q2 2026 in Review

Kestra Private Wealth Services held its Permianville Royalty Trust (PVL) position steady in Q2 2026 at 15,500 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Kestra Private Wealth Services first reported a position in PVL in Q3 2025 and has held it in 4 quarters since. The position peaked at $37.1K in Q3 2025. 25 funds tracked by Wall St. Rank hold PVL as of Q2 2026.

  • Kestra Private Wealth Services held 15,500 shares of Permianville Royalty Trust worth $26.2K as of Q2 2026.
  • Kestra Private Wealth Services left its Permianville Royalty Trust share count unchanged in Q2 2026.
  • Permianville Royalty Trust made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1786 holding.
  • Kestra Private Wealth Services first reported a position in Permianville Royalty Trust in Q3 2025 and has held it in 4 quarters since.
  • Kestra Private Wealth Services's Permianville Royalty Trust position peaked at $37.1K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.