SPIA
PVL

Steward Partners Investment Advisory’s Permianville Royalty Trust PVL Stock Holding History

Steward Partners Investment Advisory’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
Q2 		$10.7K Hold
6,318
– – ﹤0.01% 3707
2026
Q1 		$11.7K Hold
6,318
– – ﹤0.01% 3484
2025
Q4 		$11.4K Hold
6,318
– – ﹤0.01% 3396
2025
Q3 		$11.4K Hold
6,318
– – ﹤0.01% 3343
2025
Q2 		$11.7K Hold
6,318
– – ﹤0.01% 3145
2025
Q1 		$9.89K Hold
6,318
– – ﹤0.01% 3100
2024
Q4 		$8.59K Sell
6,318
-6,000
-49% -$9.22K ﹤0.01% 3164
2024
Q3 		$20K Buy
+12,318
New +$19.3K ﹤0.01% 2664
2023
Q4 		– Sell
-78
Closed -$198 – 3555
2023
Q3 		$198 Hold
78
– – ﹤0.01% 3293
2023
Q2 		$195 Hold
78
– – ﹤0.01% 3238
2023
Q1 		$186 Hold
78
– – ﹤0.01% 3232
2022
Q4 		$261 Hold
78
– – ﹤0.01% 3244
2022
Q3 		$0 Hold
78
– – ﹤0.01% 3354
2022
Q2 		$0 Buy
+78
New +$291 ﹤0.01% 3344

Other funds holding PVL

PP
Pingora Partners Wilson, Wyoming $171M AUM 60.67% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return

Steward Partners Investment Advisory's PVL Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Permianville Royalty Trust (PVL) position steady in Q2 2026 at 6,318 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3707.

Steward Partners Investment Advisory first reported a position in PVL in Q2 2022 and has held it in 14 quarters since. The position peaked at $20K in Q3 2024. 25 funds tracked by Wall St. Rank hold PVL as of Q2 2026.

  • Steward Partners Investment Advisory held 6,318 shares of Permianville Royalty Trust worth $10.7K as of Q2 2026.
  • Steward Partners Investment Advisory left its Permianville Royalty Trust share count unchanged in Q2 2026.
  • Permianville Royalty Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3707 holding.
  • Steward Partners Investment Advisory first reported a position in Permianville Royalty Trust in Q2 2022 and has held it in 14 quarters since.
  • Steward Partners Investment Advisory's Permianville Royalty Trust position peaked at $20K in Q3 2024.
  • 25 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.