Mariner
PVL

Mariner’s Permianville Royalty Trust PVL Stock Holding History

Mariner’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
2025
Q2 		– Sell
-20,011
Closed -$31.2K – 3640
2025
Q1 		$31.2K Buy
20,011
+7
+0% +$10 ﹤0.01% 3341
2024
Q4 		$27K Buy
+20,004
New +$30.7K ﹤0.01% 3337

Other funds holding PVL

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
MIM
Marco Investment Management Atlanta, Georgia $1.33B AUM 32.43% 1-Year Est. Return

Mariner's PVL Position: Q2 2025 in Review

Mariner sold out of Permianville Royalty Trust (PVL) in Q2 2025, closing a stake of 20,011 shares — an estimated $31.2K sold.

Mariner first reported a position in PVL in Q4 2024 and held it in 2 quarters. The position peaked at $31.2K in Q1 2025. 19 funds tracked by Wall St. Rank hold PVL as of Q2 2025.

  • Mariner reported no remaining Permianville Royalty Trust position as of Q2 2025 after selling out during the quarter.
  • Mariner sold 20,011 Permianville Royalty Trust shares in Q2 2025, an estimated $31.2K.
  • Mariner first reported a position in Permianville Royalty Trust in Q4 2024 and held it in 2 quarters.
  • Mariner's Permianville Royalty Trust position peaked at $31.2K in Q1 2025.
  • 19 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q2 2025.

Based on Mariner's 13F filing for Q2 2025, filed 14 Aug 2025.