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 2022
Institutional positions in Permianville Royalty Trust as of Dec 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
- 28
- +3 vs. Q3 2022
- Shares held
- 1.69M
- −354.2K (−17.3%) vs. Q3 2022
- Total value
- $5.70M
- −$1.12M (−16.4%) vs. Q3 2022
- New holders
- 7
- 7 more added
- Sold out
- 4
- 5 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Permianville Royalty Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 78 | $261 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 117 | $392 | 0.00% | −6,083−98.1% | Reduced |
| RFP Financial Group LLC | 200 | $670 | 0.00% | +200 | New |
| NewSquare Capital LLC | 300 | $999 | 0.00% | +300 | New |
| Advisor Group Holdings, Inc. | 203 | $1.00K | 0.00% | +203 | New |
| CoreCap Advisors, LLC | 500 | $1.68K | 0.00% | +500 | New |
| Institutional & Family Asset Management, LLC | 529 | $1.77K | 0.00% | +22+4.3% | Added |
| Geneos Wealth Management Inc. | 600 | $2.01K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,656 | $8.90K | 0.00% | +2,656 | New |
| Simplex Trading, LLC | 3,490 | $11.0K | 0.00% | −16,436−82.5% | Reduced |
| Bank of America Corp | 4,500 | $15.1K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 5,500 | $18.4K | 0.00% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 11,574 | $38.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,555 | $39.0K | 0.00% | +2,365+25.7% | Added |
| Marco Investment Management LLC | 12,000 | $40.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 13,081 | $43.8K | 0.00% | −12,979−49.8% | Reduced |
| Cresset Asset Management, LLC | 19,635 | $66.9K | 0.00% | +818+4.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,344 | $68.0K | 0.00% | +20,344 | New |
| Morgan Stanley | 22,740 | $76.2K | 0.00% | +7,740+51.6% | Added |
| Susquehanna International Group, LLP | 25,968 | $87.0K | 0.00% | −45,995−63.9% | Reduced |
| Marshall Wace, LLP | 49,276 | $165.1K | 0.00% | −10,374−17.4% | Reduced |
| Essex Financial Services, Inc. | 58,730 | $196.0K | 0.02% | +58,730 | New |
| Citadel Advisors LLC | 82,565 | $276.6K | 0.00% | +36,753+80.2% | Added |
| Syntal Capital Partners, LLC | 97,882 | $327.9K | 0.13% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 143,643 | $481.2K | 0.08% | 00.0% | Unchanged |
| Sinecera Capital, LLC | 456,852 | $1.56M | 1.72% | +1,063+0.2% | Added |
| Wells Fargo & Company | 647,695 | $2.17M | 0.00% | +1710.0% | Added |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −232,817−100.0% | Sold out |
| Goff John C | 0 | $0 | 0.00% | −125,186−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −20,652−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |