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 2024
Institutional positions in Permianville Royalty Trust as of Jun 30, 2024. 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
- 18
- +3 vs. Q1 2024
- Shares held
- 1.76M
- −293.2K (−14.3%) vs. Q1 2024
- Total value
- $1.82M
- −$963.3K (−34.6%) vs. Q1 2024
- New holders
- 3
- 2 more added
- Sold out
- 0
- 5 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Permianville Royalty Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 108 | $0 | 0.00% | +108 | New |
| Group One Trading, L.P. | 3 | $3 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 200 | $208 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 329 | $342 | 0.00% | +329 | New |
| Tucker Asset Management LLC | 500 | $515 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 796 | $827 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,709 | $1.78K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,139 | $3.26K | 0.00% | 00.0% | Unchanged |
| Marco Investment Management LLC | 12,000 | $12.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 14,245 | $14.8K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 15,001 | $15.6K | 0.00% | −10.0% | Reduced |
| Advisor Group Holdings, Inc. | 16,600 | $17.3K | 0.00% | −8,240−33.2% | Reduced |
| Cresset Asset Management, LLC | 23,207 | $24.1K | 0.00% | +23,207 | New |
| UBS Group AG | 31,685 | $32.9K | 0.00% | +25,873+445.2% | Added |
| Susquehanna International Group, LLP | 48,244 | $50.1K | 0.00% | −48,626−50.2% | Reduced |
| Citadel Advisors LLC | 127,836 | $132.8K | 0.00% | +65,076+103.7% | Added |
| Wells Fargo & Company | 565,389 | $587.5K | 0.00% | −326,498−36.6% | Reduced |
| Pingora Partners LLC | 901,508 | $928.6K | 0.66% | −24,400−2.6% | Reduced |
| Steward Partners Investment Solutions, LLC | – | – | – | – | Not filed |