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
2026 Q1	–	Sell	-500	Closed	-$895	–	864
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 $4.79B AUM 27.94% 1-Year Est. Return

Pingora Partners Wilson, Wyoming $171M AUM 60.67% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CHAM

Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $259M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Tucker Asset Management's PVL Position: Q1 2026 in Review

Tucker Asset Management sold out of Permianville Royalty Trust (PVL) in Q1 2026, closing a stake of 500 shares — an estimated $895 sold.

Tucker Asset Management first reported a position in PVL in Q2 2023 and held it in 8 quarters. The position peaked at $1.26K in Q3 2023. 24 funds tracked by Wall St. Rank hold PVL as of Q1 2026.

Tucker Asset Management reported no remaining Permianville Royalty Trust position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 500 Permianville Royalty Trust shares in Q1 2026, an estimated $895.
Tucker Asset Management first reported a position in Permianville Royalty Trust in Q2 2023 and held it in 8 quarters.
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 Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.