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, Q3 2023
Institutional positions in Permianville Royalty Trust as of Sep 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
- 28
- +2 vs. Q2 2023
- Shares held
- 1.75M
- −77.1K (−4.2%) vs. Q2 2023
- Total value
- $4.49M
- −$96.3K (−2.1%) vs. Q2 2023
- New holders
- 8
- 6 more added
- Sold out
- 6
- 5 more reduced
Compare with Q2 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 | $4.53M |
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Permianville Royalty Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 891,872 | $2.27M | 0.00% | −5,773−0.6% | Reduced |
| Sinecera Capital, LLC | 459,427 | $1.20M | 1.62% | +725+0.2% | Added |
| McGowan Group Asset Management, Inc. | 140,247 | $356.2K | 0.06% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 37,000 | $94.0K | 0.00% | +2,500+7.2% | Added |
| Citadel Advisors LLC | 32,355 | $82.2K | 0.00% | +32,355 | New |
| Cresset Asset Management, LLC | 21,618 | $56.5K | 0.00% | +558+2.6% | Added |
| XTX Topco Ltd | 19,002 | $48.3K | 0.01% | +19,002 | New |
| Morgan Stanley | 18,911 | $48.0K | 0.00% | −766−3.9% | Reduced |
| Susquehanna International Group, LLP | 17,004 | $43.2K | 0.00% | −27,335−61.7% | Reduced |
| Gsa Capital Partners LLP | 14,642 | $37.0K | 0.00% | +14,642 | New |
| Syntal Capital Partners, LLC | 12,585 | $32.0K | 0.02% | −85,297−87.1% | Reduced |
| Marco Investment Management LLC | 12,000 | $30.2K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 10,788 | $27.0K | 0.00% | +10,788 | New |
| Marion Wealth Management | 10,600 | $26.7K | 0.01% | +10,600 | New |
| Bank of America Corp | 10,500 | $26.7K | 0.00% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 10,500 | $26.5K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9,616 | $24.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,224 | $20.9K | 0.00% | +8,006+3,672.5% | Added |
| Royal Bank of Canada | 5,555 | $14.0K | 0.00% | −288−4.9% | Reduced |
| Group One Trading, L.P. | 4,297 | $10.9K | 0.00% | +4,297 | New |
| Cullen/Frost Bankers, Inc. | 2,924 | $7.43K | 0.00% | +75+2.6% | Added |
| IFP Advisors, Inc | 1,709 | $4.34K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,170 | $2.97K | 0.00% | +1,170 | New |
| Institutional & Family Asset Management, LLC | 742 | $1.88K | 0.00% | +20+2.8% | Added |
| Tucker Asset Management LLC | 500 | $1.26K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 200 | $508 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 78 | $198 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 391 | $0 | 0.00% | +391 | New |
| Activest Wealth Management | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −22,874−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −19,500−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −32−100.0% | Sold out |