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, Q1 2025
Institutional positions in Permianville Royalty Trust as of Mar 31, 2025. 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
- 0 vs. Q4 2024
- Shares held
- 2.90M
- +74.4K (+2.6%) vs. Q4 2024
- Total value
- $4.53M
- +$700.9K (+18.3%) vs. Q4 2024
- New holders
- 4
- 3 more added
- Sold out
- 4
- 4 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Permianville Royalty Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 1,618,309 | $2.53M | 0.10% | −72,664−4.3% | Reduced |
| Pingora Partners LLC | 902,508 | $1.41M | 1.04% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 129,686 | $203.0K | 0.03% | +129,686 | New |
| Susquehanna International Group, LLP | 50,157 | $78.5K | 0.00% | −40,268−44.5% | Reduced |
| Cresset Asset Management, LLC | 24,464 | $38.5K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 22,470 | $35.0K | 0.00% | +19,807+743.8% | Added |
| Advisor Group Holdings, Inc. | 20,113 | $31.6K | 0.00% | +16,150+407.5% | Added |
| Mariner, LLC | 20,011 | $31.2K | 0.00% | +70.0% | Added |
| Gsa Capital Partners LLP | 17,570 | $27.0K | 0.00% | +17,570 | New |
| Wells Fargo & Company | 15,932 | $24.9K | 0.00% | −2,059−11.4% | Reduced |
| Morgan Stanley | 15,001 | $23.5K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,517 | $19.6K | 0.00% | +12,517 | New |
| Marco Investment Management LLC | 12,000 | $18.7K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,558 | $17.0K | 0.00% | +10,558 | New |
| Private Advisor Group, LLC | 10,642 | $16.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,318 | $9.89K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,600 | $8.79K | 0.00% | −8,645−60.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,309 | $5.18K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,709 | $2.67K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 600 | $936 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 329 | $515 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3−100.0% | Sold out |