Tucker Asset Management’s Permianville Royalty Trust PVL Stock Holding History

Tucker Asset Management’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	$895	Buy	+500	New	+$902	﹤0.01%	954
2025 Q1	–	Sell	-500	Closed	-$675	–	772
2024 Q4	$675	Hold	500	–	–	﹤0.01%	1384
2024 Q3	$800	Hold	500	–	–	﹤0.01%	1302
2024 Q2	$515	Hold	500	–	–	﹤0.01%	1515
2024 Q1	$675	Hold	500	–	–	﹤0.01%	1478
2023 Q4	$720	Hold	500	–	–	﹤0.01%	1291
2023 Q3	$1.26K	Hold	500	–	–	﹤0.01%	1128
2023 Q2	$1.25K	Buy	+500	New	+$1.27K	﹤0.01%	936

Other funds holding PVL

ATPW

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

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Diesslin Group Fort Worth, Texas $259M AUM

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

Tucker Asset Management's PVL Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Permianville Royalty Trust (PVL) in Q4 2025: 500 shares worth $895. The stake represents ﹤0.01% of the portfolio and ranks #954 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in PVL as recently as Q4 2024.

Tucker Asset Management first reported a position in PVL in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.26K in Q3 2023. 24 funds tracked by Wall St. Rank hold PVL as of Q4 2025.

Tucker Asset Management held 500 shares of Permianville Royalty Trust worth $895 as of Q4 2025.
Permianville Royalty Trust was a new Tucker Asset Management position in Q4 2025.
Permianville Royalty Trust made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #954 holding.
Tucker Asset Management first reported a position in Permianville Royalty Trust in Q2 2023 and has held it in 8 quarters since.
Tucker Asset Management's Permianville Royalty Trust position peaked at $1.26K in Q3 2023.
24 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.