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 2023
Institutional positions in Permianville Royalty Trust as of Jun 30, 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
- 26
- +3 vs. Q1 2023
- Shares held
- 1.83M
- +131.1K (+7.7%) vs. Q1 2023
- Total value
- $4.59M
- +$510.3K (+12.5%) vs. Q1 2023
- New holders
- 5
- 10 more added
- Sold out
- 2
- 4 more reduced
Compare with Q1 2023: 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 | $4.54M |
| Q4 2024 | 21 | $3.83M |
| Q3 2024 | 18 | $2.00M |
| Q2 2024 | 18 | $1.82M |
| Q1 2024 | 16 | $2.84M |
| Q4 2023 | 23 | $3.25M |
| 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 | $4.01M |
| Q3 2021 | 14 | $2.20M |
| Q2 2021 | 15 | $2.58M |
| Q1 2021 | 18 | $1.62M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Permianville Royalty Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 897,645 | $2.24M | 0.00% | +60,809+7.3% | Added |
| Sinecera Capital, LLC | 458,702 | $1.15M | 1.23% | +660+0.1% | Added |
| McGowan Group Asset Management, Inc. | 140,247 | $350.6K | 0.05% | −2,837−2.0% | Reduced |
| Syntal Capital Partners, LLC | 97,882 | $244.7K | 0.10% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 44,339 | $110.8K | 0.00% | +44,339 | New |
| Raymond James Financial Services Advisors, Inc. | 34,500 | $86.3K | 0.00% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 22,874 | $57.2K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 21,060 | $52.9K | 0.00% | +508+2.5% | Added |
| Avantax Advisory Services, Inc. | 20,000 | $50.0K | 0.00% | +20,000 | New |
| Morgan Stanley | 19,677 | $49.2K | 0.00% | −624−3.1% | Reduced |
| Two Sigma Securities, LLC | 19,500 | $48.8K | 0.00% | +19,500 | New |
| Marco Investment Management LLC | 12,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 10,500 | $26.3K | 0.02% | −1,000−8.7% | Reduced |
| Bank of America Corp | 10,500 | $26.3K | 0.00% | +6,000+133.3% | Added |
| Geneos Wealth Management Inc. | 9,616 | $24.0K | 0.00% | +4,016+71.7% | Added |
| Royal Bank of Canada | 5,843 | $15.0K | 0.00% | −3,712−38.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,849 | $7.12K | 0.00% | +69+2.5% | Added |
| IFP Advisors, Inc | 1,709 | $6.24K | 0.00% | +409+31.5% | Added |
| Institutional & Family Asset Management, LLC | 722 | $1.81K | 0.00% | +17+2.4% | Added |
| Tucker Asset Management LLC | 500 | $1.25K | 0.00% | +500 | New |
| NewSquare Capital LLC | 300 | $750 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 218 | $544 | 0.00% | +5+2.3% | Added |
| RFP Financial Group LLC | 200 | $500 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 78 | $195 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 51 | $154 | 0.00% | +1+2.0% | Added |
| Tower Research Capital LLC (TRC) | 32 | $80 | 0.00% | +32 | New |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −11,574−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −5,979−100.0% | Sold out |