Position in PVL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$18,825
New position
Shares Held
10,176
first reported quarter
Ownership
0.031%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Davis Wealth Advisors, LLC holds $18,825 across 1 Oil & Gas E&P name. PVL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PVL |
Permianville Royalty Trust
This page
|
10,176 | $18,825 |
All Filings in PVL
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,825 | 10,176 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||