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 2024
Institutional positions in Permianville Royalty Trust as of Dec 31, 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
- 21
- +3 vs. Q3 2024
- Shares held
- 2.83M
- +1.58M (+127.1%) vs. Q3 2024
- Total value
- $3.83M
- +$1.83M (+91.8%) vs. Q3 2024
- New holders
- 5
- 6 more added
- Sold out
- 2
- 2 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Permianville Royalty Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 1,690,973 | $2.30M | 0.09% | +1,690,973 | New |
| Pingora Partners LLC | 902,508 | $1.22M | 0.80% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 90,425 | $123.0K | 0.00% | +41,181+83.6% | Added |
| Cresset Asset Management, LLC | 24,464 | $33.3K | 0.00% | +609+2.6% | Added |
| Mariner, LLC | 20,004 | $27.0K | 0.00% | +20,004 | New |
| Wells Fargo & Company | 17,991 | $24.5K | 0.00% | −47,820−72.7% | Reduced |
| Morgan Stanley | 15,001 | $20.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 14,245 | $19.4K | 0.00% | 00.0% | Unchanged |
| Marco Investment Management LLC | 12,000 | $16.2K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,642 | $14.4K | 0.00% | +16+0.2% | Added |
| Royal Bank of Canada | 7,200 | $10.0K | 0.00% | +6,700+1,340.0% | Added |
| Steward Partners Investment Advisory, LLC | 6,318 | $8.59K | 0.00% | −6,000−48.7% | Reduced |
| Advisor Group Holdings, Inc. | 3,963 | $5.39K | 0.00% | +3,963 | New |
| Cullen/Frost Bankers, Inc. | 3,309 | $4.50K | 0.00% | +82+2.5% | Added |
| Simplex Trading, LLC | 2,663 | $3.00K | 0.00% | +2,655+33,187.5% | Added |
| IFP Advisors, Inc | 1,709 | $2.32K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 600 | $816 | 0.00% | +600 | New |
| Signature Resources Capital Management, LLC | 600 | $810 | 0.00% | +600 | New |
| Tucker Asset Management LLC | 500 | $675 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 329 | $444 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3 | $4 | 0.00% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 0 | $0 | 0.00% | −131,931−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −495−100.0% | Sold out |