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
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

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
PP
Pingora Partners Wilson, Wyoming $169M AUM 56.08% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Kestra Private Wealth Services's PVL Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Permianville Royalty Trust (PVL) stake by 24% in Q1 2026, selling an estimated $8.95K and leaving 15,500 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1730.

Kestra Private Wealth Services first reported a position in PVL in Q3 2025 and has held it in 3 quarters since. The position peaked at $37.1K in Q3 2025. 24 funds tracked by Wall St. Rank hold PVL as of Q1 2026.

  • Kestra Private Wealth Services held 15,500 shares of Permianville Royalty Trust worth $28.7K as of Q1 2026.
  • Kestra Private Wealth Services sold 5,000 Permianville Royalty Trust shares in Q1 2026, an estimated $8.95K.
  • Permianville Royalty Trust made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1730 holding.
  • Kestra Private Wealth Services first reported a position in Permianville Royalty Trust in Q3 2025 and has held it in 3 quarters since.
  • Kestra Private Wealth Services's Permianville Royalty Trust position peaked at $37.1K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.