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 2023
Institutional positions in Permianville Royalty Trust as of Dec 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
- −5 vs. Q3 2023
- Shares held
- 2.24M
- +486.2K (+27.7%) vs. Q3 2023
- Total value
- $3.23M
- −$1.27M (−28.2%) vs. Q3 2023
- New holders
- 3
- 12 more added
- Sold out
- 8
- 3 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Permianville Royalty Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RFP Financial Group LLC | 200 | $288 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 500 | $720 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 682 | $982 | 0.00% | −488−41.7% | Reduced |
| Institutional & Family Asset Management, LLC | 796 | $1.15K | 0.00% | +54+7.3% | Added |
| IFP Advisors, Inc | 1,709 | $2.46K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,139 | $4.52K | 0.00% | +215+7.4% | Added |
| Group One Trading, L.P. | 4,497 | $6.48K | 0.00% | +200+4.7% | Added |
| Simplex Trading, LLC | 5,425 | $7.00K | 0.00% | +5,034+1,287.5% | Added |
| Royal Bank of Canada | 5,555 | $8.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,240 | $11.9K | 0.00% | +16+0.2% | Added |
| Marco Investment Management LLC | 12,000 | $17.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Solutions, LLC | 12,318 | $17.7K | 0.01% | +12,318 | New |
| Geneos Wealth Management Inc. | 14,245 | $20.5K | 0.00% | +4,629+48.1% | Added |
| Morgan Stanley | 15,001 | $21.6K | 0.00% | −3,910−20.7% | Reduced |
| Two Sigma Securities, LLC | 15,616 | $22.5K | 0.00% | +15,616 | New |
| Gsa Capital Partners LLP | 16,863 | $24.0K | 0.00% | +2,221+15.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 17,000 | $24.5K | 0.00% | −20,000−54.1% | Reduced |
| Cresset Asset Management, LLC | 23,207 | $33.4K | 0.00% | +1,589+7.4% | Added |
| Susquehanna International Group, LLP | 55,275 | $79.6K | 0.00% | +38,271+225.1% | Added |
| Citadel Advisors LLC | 61,841 | $89.1K | 0.00% | +29,486+91.1% | Added |
| McGowan Group Asset Management, Inc. | 144,818 | $208.5K | 0.03% | +4,571+3.3% | Added |
| Pingora Partners LLC | 910,208 | $1.31M | 1.16% | +910,208 | New |
| Wells Fargo & Company | 911,542 | $1.31M | 0.00% | +19,670+2.2% | Added |
| Sinecera Capital, LLC | 0 | $0 | 0.00% | −459,427−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −19,002−100.0% | Sold out |
| Syntal Capital Partners, LLC | 0 | $0 | 0.00% | −12,585−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,788−100.0% | Sold out |
| Marion Wealth Management | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Northstar Advisory Group, LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |