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 2023
Institutional positions in Permianville Royalty Trust as of Mar 31, 2023. 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
- 23
- −4 vs. Q4 2022
- Shares held
- 1.70M
- +7.39K (+0.4%) vs. Q4 2022
- Total value
- $4.08M
- −$1.62M (−28.5%) vs. Q4 2022
- New holders
- 4
- 7 more added
- Sold out
- 8
- 4 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Permianville Royalty Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 836,836 | $2.00M | 0.00% | +189,141+29.2% | Added |
| Sinecera Capital, LLC | 458,042 | $1.10M | 1.19% | +1,190+0.3% | Added |
| McGowan Group Asset Management, Inc. | 143,084 | $342.0K | 0.05% | −559−0.4% | Reduced |
| Syntal Capital Partners, LLC | 97,882 | $235.8K | 0.09% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 34,500 | $82.5K | 0.00% | +34,500 | New |
| Foundations Investment Advisors, LLC | 22,874 | $54.7K | 0.00% | +22,874 | New |
| Cresset Asset Management, LLC | 20,552 | $49.5K | 0.00% | +917+4.7% | Added |
| Morgan Stanley | 20,301 | $48.5K | 0.00% | −2,439−10.7% | Reduced |
| Marco Investment Management LLC | 12,000 | $28.7K | 0.00% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 11,574 | $27.7K | 0.00% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 11,500 | $27.5K | 0.02% | +11,500 | New |
| Royal Bank of Canada | 9,555 | $23.0K | 0.00% | −2,000−17.3% | Reduced |
| Group One Trading, L.P. | 5,979 | $14.3K | 0.00% | −7,102−54.3% | Reduced |
| Geneos Wealth Management Inc. | 5,600 | $13.4K | 0.00% | +5,000+833.3% | Added |
| Bank of America Corp | 4,500 | $10.8K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,780 | $6.64K | 0.00% | +124+4.7% | Added |
| IFP Advisors, Inc | 1,300 | $4.75K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 705 | $1.69K | 0.00% | +176+33.3% | Added |
| NewSquare Capital LLC | 300 | $717 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 213 | $508 | 0.00% | +10+4.9% | Added |
| RFP Financial Group LLC | 200 | $478 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 78 | $186 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 50 | $120 | 0.00% | +50 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −82,565−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −58,730−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −49,276−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −25,968−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −20,344−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,490−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |