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, Q2 2022
Institutional positions in Permianville Royalty Trust as of Jun 30, 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
- 27
- +5 vs. Q1 2022
- Shares held
- 2.12M
- +168.4K (+8.6%) vs. Q1 2022
- Total value
- $7.08M
- +$2.23M (+45.9%) vs. Q1 2022
- New holders
- 9
- 7 more added
- Sold out
- 4
- 3 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Permianville Royalty Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 2 | $0 | 0.00% | +2 | New |
| Steward Partners Investment Advisory, LLC | 78 | $0 | 0.00% | +78 | New |
| Geneos Wealth Management Inc. | 600 | $2.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 500 | $2.00K | 0.00% | +500 | New |
| IFP Advisors, Inc | 1,300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 4,500 | $15.0K | 0.00% | +3,500+350.0% | Added |
| UBS Group AG | 5,168 | $17.0K | 0.00% | +5,168 | New |
| Royal Bank of Canada | 5,555 | $18.0K | 0.00% | −3,000−35.1% | Reduced |
| Lee Financial Co | 5,500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 9,657 | $32.0K | 0.01% | +9,657 | New |
| Avidian Wealth Solutions, LLC | 11,574 | $38.0K | 0.00% | 00.0% | Unchanged |
| Marco Investment Management LLC | 12,000 | $40.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 13,750 | $45.0K | 0.00% | +6,332+85.4% | Added |
| Jane Street Group, LLC | 18,174 | $61.0K | 0.00% | +18,174 | New |
| Cresset Asset Management, LLC | 18,305 | $62.0K | 0.00% | +384+2.1% | Added |
| Group One Trading, L.P. | 21,261 | $71.0K | 0.00% | +21,261 | New |
| Schonfeld Strategic Advisors LLC | 32,100 | $107.0K | 0.00% | +5,400+20.2% | Added |
| Occudo Quantitative Strategies LP | 41,080 | $137.0K | 0.01% | +5,483+15.4% | Added |
| Susquehanna International Group, LLP | 54,654 | $182.0K | 0.00% | +54,654 | New |
| AE Wealth Management LLC | 93,618 | $312.0K | 0.00% | +93,618 | New |
| Syntal Capital Partners, LLC | 112,383 | $374.0K | 0.17% | −19,149−14.6% | Reduced |
| Goff John C | 125,186 | $413.0K | 0.50% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 136,480 | $454.0K | 0.08% | 00.0% | Unchanged |
| Marshall Wace, LLP | 200,758 | $669.0K | 0.00% | +169,005+532.2% | Added |
| Captrust Financial Advisors | 232,817 | $786.0K | 0.01% | 00.0% | Unchanged |
| Sinecera Capital, LLC | 455,124 | $1.54M | 1.72% | +358+0.1% | Added |
| Wells Fargo & Company | 504,271 | $1.68M | 0.00% | −107,511−17.6% | Reduced |
| Virtu Financial LLC | 0 | $0 | 0.00% | −68,092−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −16,002−100.0% | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −11,354−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |