Permianville Royalty Trust
PVL- Exchange
- NYSE
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0001520048
No open-market purchases or sales by Permianville Royalty Trust insiders were filed in the last 90 days; 25 institutions reported holding it in 13F filings for Q2 2026, worth $3.96M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Permianville Royalty Trust as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 20
- +6 vs. Q3 2021
- Shares held
- 1.88M
- +735.4K (+64.3%) vs. Q3 2021
- Total value
- $3.98M
- +$1.78M (+80.8%) vs. Q3 2021
- New holders
- 8
- 3 more added
- Sold out
- 2
- 3 more reduced
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PVL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 25 | $3.96M |
| Q1 2026 | 24 | $5.54M |
| Q4 2025 | 24 | $5.84M |
| Q3 2025 | 24 | $5.33M |
| Q2 2025 | 19 | $5.01M |
| Q1 2025 | 21 | $4.53M |
| Q4 2024 | 21 | $3.83M |
| Q3 2024 | 18 | $2.00M |
| Q2 2024 | 18 | $1.82M |
| Q1 2024 | 16 | $2.80M |
| Q4 2023 | 23 | $3.23M |
| Q3 2023 | 28 | $4.49M |
| Q2 2023 | 26 | $4.59M |
| Q1 2023 | 23 | $4.08M |
| Q4 2022 | 28 | $5.70M |
| Q3 2022 | 25 | $6.82M |
| Q2 2022 | 27 | $7.08M |
| Q1 2022 | 22 | $4.85M |
| Q4 2021 | 20 | $3.98M |
| Q3 2021 | 14 | $2.20M |
| Q2 2021 | 15 | $2.58M |
| Q1 2021 | 18 | $1.62M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Permianville Royalty Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 599,786 | $1.27M | 0.00% | +2,658+0.4% | Added |
| Sinecera Capital, LLC | 454,059 | $969.0K | 0.94% | +454,059 | New |
| Captrust Financial Advisors | 232,817 | $497.0K | 0.00% | −550−0.2% | Reduced |
| McGowan Group Asset Management, Inc. | 209,667 | $442.0K | 0.08% | −1,338−0.6% | Reduced |
| Syntal Capital Partners, LLC | 131,532 | $277.0K | 0.12% | +131,532 | New |
| Goff John C | 125,186 | $264.0K | 0.31% | +125,186 | New |
| Azimuth Capital Management LLC | 33,500 | $70.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 17,297 | $37.0K | 0.00% | +626+3.8% | Added |
| Morgan Stanley | 17,484 | $37.0K | 0.00% | +2,465+16.4% | Added |
| Susquehanna International Group, LLP | 14,009 | $30.0K | 0.00% | +14,009 | New |
| Marco Investment Management LLC | 12,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,555 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 5,500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 5,600 | $12.0K | 0.00% | +5,600 | New |
| Advisor Group Holdings, Inc. | 5,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,980 | $6.00K | 0.00% | −1,175−28.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,340 | $5.00K | 0.00% | +2,340 | New |
| Geneos Wealth Management Inc. | 600 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 500 | $1.00K | 0.00% | +500 | New |
| Simplex Trading, LLC | 435 | $0 | 0.00% | +435 | New |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −974−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −10−100.0% | Sold out |