SS
PVL

Sunbelt Securities’s Permianville Royalty Trust PVL Stock Holding History

Sunbelt Securities’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
-329
Closed -$595 – 2922
2025
Q3 		$595 Hold
329
– – ﹤0.01% 2180
2025
Q2 		$447 Hold
329
– – ﹤0.01% 1715
2025
Q1 		$515 Hold
329
– – ﹤0.01% 1698
2024
Q4 		$444 Hold
329
– – ﹤0.01% 1719
2024
Q3 		$533 Hold
329
– – ﹤0.01% 1737
2024
Q2 		$342 Buy
+329
New +$451 ﹤0.01% 1678
2020
Q1 		– Sell
-11,745
Closed -$22K – 592
2019
Q4 		$22K Sell
11,745
-963
-8% -$1.9K ﹤0.01% 608
2019
Q3 		$33K Buy
+12,708
New +$32.7K ﹤0.01% 576

Other funds holding PVL

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 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 $8.11B AUM 24.74% 1-Year Est. Return

Sunbelt Securities's PVL Position: Q4 2025 in Review

Sunbelt Securities sold out of Permianville Royalty Trust (PVL) in Q4 2025, closing a stake of 329 shares — an estimated $595 sold.

Sunbelt Securities first reported a position in PVL in Q3 2019 and held it in 8 quarters. The position peaked at $33K in Q3 2019. 24 funds tracked by Wall St. Rank hold PVL as of Q4 2025.

  • Sunbelt Securities reported no remaining Permianville Royalty Trust position as of Q4 2025 after selling out during the quarter.
  • Sunbelt Securities sold 329 Permianville Royalty Trust shares in Q4 2025, an estimated $595.
  • Sunbelt Securities first reported a position in Permianville Royalty Trust in Q3 2019 and held it in 8 quarters.
  • Sunbelt Securities's Permianville Royalty Trust position peaked at $33K in Q3 2019.
  • 24 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.