Morgan Stanley’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
Q2 | $27K | Hold |
16,002
| – | – | ﹤0.01% | 6714 |
|
|
2026
Q1 | $29.6K | Buy |
16,002
+1,001
| +7% | +$1.79K | ﹤0.01% | 6590 |
|
|
2025
Q4 | $27K | Sell |
15,001
-1
| -0% | -$2 | ﹤0.01% | 6603 |
|
|
2025
Q3 | $27.2K | Buy |
15,002
+1
| +0% | +$2 | ﹤0.01% | 6598 |
|
|
2025
Q2 | $27.8K | Hold |
15,001
| – | – | ﹤0.01% | 6537 |
|
|
2025
Q1 | $23.5K | Hold |
15,001
| – | – | ﹤0.01% | 6516 |
|
|
2024
Q4 | $20.4K | Hold |
15,001
| – | – | ﹤0.01% | 6566 |
|
|
2024
Q3 | $24.3K | Hold |
15,001
| – | – | ﹤0.01% | 6445 |
|
|
2024
Q2 | $15.6K | Sell |
15,001
-1
| -0% | -$1 | ﹤0.01% | 6537 |
|
|
2024
Q1 | $20.4K | Buy |
15,002
+1
| +0% | +$1 | ﹤0.01% | 6482 |
|
|
2023
Q4 | $21.6K | Sell |
15,001
-3,910
| -21% | -$7.83K | ﹤0.01% | 6424 |
|
|
2023
Q3 | $48K | Sell |
18,911
-766
| -4% | -$2.07K | ﹤0.01% | 6184 |
|
|
2023
Q2 | $49.2K | Sell |
19,677
-624
| -3% | -$1.58K | ﹤0.01% | 6217 |
|
|
2023
Q1 | $48.5K | Sell |
20,301
-2,439
| -11% | -$6.63K | ﹤0.01% | 6298 |
|
|
2022
Q4 | $76.2K | Buy |
22,740
+7,740
| +52% | +$27.3K | ﹤0.01% | 6097 |
|
|
2022
Q3 | $50K | Buy |
+15,000
| New | +$50.1K | ﹤0.01% | 6406 |
|
|
2022
Q2 | – | Sell |
-11,354
| Closed | -$28K | – | 7933 |
|
|
2022
Q1 | $28K | Sell |
11,354
-6,130
| -35% | -$14.8K | ﹤0.01% | 6998 |
|
|
2021
Q4 | $37K | Buy |
17,484
+2,465
| +16% | +$5.33K | ﹤0.01% | 6954 |
|
|
2021
Q3 | $29K | Buy |
15,019
+300
| +2% | +$553 | ﹤0.01% | 6945 |
|
|
2021
Q2 | $29K | Sell |
14,719
-3,000
| -17% | -$4.96K | ﹤0.01% | 6876 |
|
|
2021
Q1 | $26K | Hold |
17,719
| – | – | ﹤0.01% | 6628 |
|
|
2020
Q4 | $13K | Sell |
17,719
-2,871
| -14% | -$1.89K | ﹤0.01% | 6566 |
|
|
2020
Q3 | $14K | Sell |
20,590
-5,316
| -21% | -$5.26K | ﹤0.01% | 6169 |
|
|
2020
Q2 | $31K | Sell |
25,906
-4,835
| -16% | -$6.39K | ﹤0.01% | 5859 |
|
|
2020
Q1 | $33K | Buy |
30,741
+8,587
| +39% | +$14.8K | ﹤0.01% | 5622 |
|
|
2019
Q4 | $41K | Buy |
22,154
+5,100
| +30% | +$10.1K | ﹤0.01% | 5914 |
|
|
2019
Q3 | $45K | Sell |
17,054
-38,078
| -69% | -$97.9K | ﹤0.01% | 5763 |
|
|
2019
Q2 | $147K | Buy |
55,132
+27,471
| +99% | +$83.9K | ﹤0.01% | 5158 |
|
|
2019
Q1 | $92K | Buy |
27,661
+974
| +4% | +$2.59K | ﹤0.01% | 5423 |
|
|
2018
Q4 | $50K | Sell |
26,687
-3,070
| -10% | -$8.33K | ﹤0.01% | 5764 |
|
|
2018
Q3 | $104K | Buy |
+29,757
| New | +$106K | ﹤0.01% | 5671 |
|
Other funds holding PVL
PP
ATPW
LA
MGAM
XT
DG
CHAM
Morgan Stanley's PVL Position: Q2 2026 in Review
Morgan Stanley held its Permianville Royalty Trust (PVL) position steady in Q2 2026 at 16,002 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #6714.
Morgan Stanley first reported a position in PVL in Q3 2018 and has held it in 31 quarters since. The position peaked at $147K in Q2 2019. 25 funds tracked by Wall St. Rank hold PVL as of Q2 2026.
- Morgan Stanley held 16,002 shares of Permianville Royalty Trust worth $27K as of Q2 2026.
- Morgan Stanley left its Permianville Royalty Trust share count unchanged in Q2 2026.
- Permianville Royalty Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6714 holding.
- Morgan Stanley first reported a position in Permianville Royalty Trust in Q3 2018 and has held it in 31 quarters since.
- Morgan Stanley's Permianville Royalty Trust position peaked at $147K in Q2 2019.
- 25 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.