PAG
PVL

Private Advisor Group’s Permianville Royalty Trust PVL Stock Holding History

Private Advisor Group’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
Q4 		– Sell
-10,151
Closed -$18.4K – 2734
2025
Q3 		$18.4K Buy
10,151
+6
+0.1% +$11 ﹤0.01% 2497
2025
Q2 		$18.8K Sell
10,145
-497
-5% -$795 ﹤0.01% 2398
2025
Q1 		$16.6K Hold
10,642
– – ﹤0.01% 2273
2024
Q4 		$14.4K Buy
10,642
+16
+0.2% +$25 ﹤0.01% 2246
2024
Q3 		$17K Buy
+10,626
New +$16.7K ﹤0.01% 2379

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Private Advisor Group's PVL Position: Q4 2025 in Review

Private Advisor Group sold out of Permianville Royalty Trust (PVL) in Q4 2025, closing a stake of 10,151 shares — an estimated $18.4K sold.

Private Advisor Group first reported a position in PVL in Q3 2024 and held it in 5 quarters. The position peaked at $18.8K in Q2 2025. 24 funds tracked by Wall St. Rank hold PVL as of Q4 2025.

  • Private Advisor Group reported no remaining Permianville Royalty Trust position as of Q4 2025 after selling out during the quarter.
  • Private Advisor Group sold 10,151 Permianville Royalty Trust shares in Q4 2025, an estimated $18.4K.
  • Private Advisor Group first reported a position in Permianville Royalty Trust in Q3 2024 and held it in 5 quarters.
  • Private Advisor Group's Permianville Royalty Trust position peaked at $18.8K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q4 2025.

Based on Private Advisor Group's 13F filing for Q4 2025, filed 17 Feb 2026.