Morgan Stanley
PVL

Morgan Stanley’s Permianville Royalty Trust PVL Stock Holding History

Morgan Stanley’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 		$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 Sell
15,002
-15,000
-50% -$22.4K ﹤0.01% 6482
2023
Q4 		$43.2K Buy
30,002
+11,091
+59% +$22.2K ﹤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

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
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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Morgan Stanley's PVL Position: Q1 2026 in Review

Morgan Stanley increased its Permianville Royalty Trust (PVL) stake by 6.7% in Q1 2026, buying an estimated $1.79K and bringing the position to 16,002 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6590.

Morgan Stanley first reported a position in PVL in Q3 2018 and has held it in 30 quarters since. The position peaked at $147K in Q2 2019. 24 funds tracked by Wall St. Rank hold PVL as of Q1 2026.

  • Morgan Stanley held 16,002 shares of Permianville Royalty Trust worth $29.6K as of Q1 2026.
  • Morgan Stanley bought 1,001 Permianville Royalty Trust shares in Q1 2026, an estimated $1.79K.
  • Permianville Royalty Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6590 holding.
  • Morgan Stanley first reported a position in Permianville Royalty Trust in Q3 2018 and has held it in 30 quarters since.
  • Morgan Stanley's Permianville Royalty Trust position peaked at $147K in Q2 2019.
  • 24 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.