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Permianville Royalty Trust Unt tr unit shares owned by Davis Wealth Advisors

Quarter-by-quarter ownership of Permianville Royalty Trust Unt tr unit (PVL) shares owned by Davis Wealth Advisors from 13F filings

Historical chart of Davis Wealth Advisors investment in Permianville Royalty Trust Unt tr unit

Tip: Access up to 7 years of quarterly data

All positions including Permianville Royalty Trust Unt tr unit held by Davis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Permianville Royalty Trust Unt tr unit by Davis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $19k 10k 1.85

More positions owned by Davis Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Blackrock Etf Trust Ishares Us Carbo (LCTU)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard World Esg Us Stk Etf (ESGV)

View all positions for Davis Wealth Advisors

Top funds holding Permianville Royalty Trust Unt tr unit

Ashton Thomas Private Wealth
Pingora Partners
McGowan Group Asset Management
Susquehanna International
Citadel Advisors
Acadian Asset Management
Jane Street
Clear Harbor Asset Management
Diesslin Group
Advisor Group Holdings
Morgan Stanley
Kestra Private Wealth Services
J.w. Cole Advisors
TCG Advisory Services
XTX Topco

View all funds holding Permianville Royalty Trust Unt tr unit