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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.

Q1 2023 vs. Q4 2022

How the institutions holding Permianville Royalty Trust changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of PVL: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders28123−4
Shares1.69M5001.70M+7.39K (+0.4%)
Value$5.70M$1.68K$4.08M−$1.62M (−28.5%)

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (4)

Institutions that held Permianville Royalty Trust at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to PVL in Q1 2023
InstitutionSharesValue% of portfolio
Raymond James Financial Services Advisors, Inc.34,500$82.5K0.00%
Foundations Investment Advisors, LLC22,874$54.7K0.00%
Northstar Advisory Group, LLC11,500$27.5K0.02%
Activest Wealth Management50$1200.00%

Sold out (8)

Institutions that held Permianville Royalty Trust at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of PVL in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Citadel Advisors LLC82,565$276.6K
Essex Financial Services, Inc.58,730$196.0K
Marshall Wace, LLP49,276$165.1K
Susquehanna International Group, LLP25,968$87.0K
Cambridge Investment Research Advisors, Inc.20,344$68.0K
Lee Financial Co5,500$18.4K
Simplex Trading, LLC3,490$11.0K
UBS Group AG117$392

Not filed for Q1 2023 yet (1)

Institutions that held Permianville Royalty Trust at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PVL in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
CoreCap Advisors, LLC500$1.68K