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, Q1 2022
Institutional positions in Permianville Royalty Trust as of Mar 31, 2022. 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
- 22
- +2 vs. Q4 2021
- Shares held
- 1.95M
- +69.2K (+3.7%) vs. Q4 2021
- Total value
- $4.85M
- +$870.0K (+21.9%) vs. Q4 2021
- New holders
- 9
- 4 more added
- Sold out
- 7
- 2 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Permianville Royalty Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 100 | $0 | 0.00% | +100 | New |
| Geneos Wealth Management Inc. | 600 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,000 | $3.00K | 0.00% | +1,000 | New |
| IFP Advisors, Inc | 1,300 | $5.00K | 0.00% | +1,300 | New |
| Lee Financial Co | 5,500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7,418 | $18.0K | 0.00% | +6,983+1,605.3% | Added |
| Royal Bank of Canada | 8,555 | $21.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 11,354 | $28.0K | 0.00% | −6,130−35.1% | Reduced |
| Avidian Wealth Solutions, LLC | 11,574 | $29.0K | 0.00% | +11,574 | New |
| Marco Investment Management LLC | 12,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 16,002 | $40.0K | 0.00% | +16,002 | New |
| Cresset Asset Management, LLC | 17,921 | $45.0K | 0.00% | +624+3.6% | Added |
| Schonfeld Strategic Advisors LLC | 26,700 | $67.0K | 0.00% | +26,700 | New |
| Marshall Wace, LLP | 31,753 | $80.0K | 0.00% | +31,753 | New |
| Occudo Quantitative Strategies LP | 35,597 | $89.0K | 0.01% | +35,597 | New |
| Virtu Financial LLC | 68,092 | $171.0K | 0.01% | +68,092 | New |
| Syntal Capital Partners, LLC | 131,532 | $280.0K | 0.11% | 00.0% | Unchanged |
| Goff John C | 125,186 | $314.0K | 0.29% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 136,480 | $343.0K | 0.05% | −73,187−34.9% | Reduced |
| Captrust Financial Advisors | 232,817 | $588.0K | 0.00% | 00.0% | Unchanged |
| Sinecera Capital, LLC | 454,766 | $1.15M | 1.15% | +707+0.2% | Added |
| Wells Fargo & Company | 611,782 | $1.54M | 0.00% | +11,996+2.0% | Added |
| Azimuth Capital Management LLC | 0 | $0 | 0.00% | −33,500−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,009−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −2,980−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −2,340−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |