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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 329 | $515 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 600 | $936 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,709 | $2.67K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,309 | $5.18K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,600 | $8.79K | 0.00% | −8,645−60.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,318 | $9.89K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,642 | $16.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,558 | $17.0K | 0.00% | +10,558 | New |
| Marco Investment Management LLC | 12,000 | $18.7K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,517 | $19.6K | 0.00% | +12,517 | New |
| Morgan Stanley | 15,001 | $23.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 15,932 | $24.9K | 0.00% | −2,059−11.4% | Reduced |
| Gsa Capital Partners LLP | 17,570 | $27.0K | 0.00% | +17,570 | New |
| Mariner, LLC | 20,011 | $31.2K | 0.00% | +70.0% | Added |
| Advisor Group Holdings, Inc. | 20,113 | $31.6K | 0.00% | +16,150+407.5% | Added |
| Simplex Trading, LLC | 22,470 | $35.0K | 0.00% | +19,807+743.8% | Added |
| Cresset Asset Management, LLC | 24,464 | $38.5K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 50,157 | $78.5K | 0.00% | −40,268−44.5% | Reduced |
| McGowan Group Asset Management, Inc. | 129,686 | $203.0K | 0.03% | +129,686 | New |
| Pingora Partners LLC | 902,508 | $1.41M | 1.04% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1,618,309 | $2.53M | 0.10% | −72,664−4.3% | Reduced |
| 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 |