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, Q3 2025
Institutional positions in Permianville Royalty Trust as of Sep 30, 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
- 24
- +5 vs. Q2 2025
- Shares held
- 2.92M
- +216.6K (+8.0%) vs. Q2 2025
- Total value
- $5.33M
- +$321.3K (+6.4%) vs. Q2 2025
- New holders
- 5
- 10 more added
- Sold out
- 0
- 1 more reduced
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Permianville Royalty Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 1,553,904 | $2.85M | 0.07% | +7,890+0.5% | Added |
| Pingora Partners LLC | 909,024 | $1.65M | 1.09% | +30,216+3.4% | Added |
| McGowan Group Asset Management, Inc. | 129,686 | $234.7K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 94,421 | $170.9K | 0.00% | +66,583+239.2% | Added |
| Clear Harbor Asset Management, LLC | 45,006 | $81.5K | 0.01% | +45,006 | New |
| Citadel Advisors LLC | 28,028 | $50.7K | 0.00% | +28,028 | New |
| Cresset Asset Management, LLC | 24,806 | $45.5K | 0.00% | +195+0.8% | Added |
| Kestra Private Wealth Services, LLC | 20,500 | $37.1K | 0.00% | +20,500 | New |
| Advisor Group Holdings, Inc. | 16,376 | $30.0K | 0.00% | +71+0.4% | Added |
| MML Investors Services, LLC | 15,879 | $28.7K | 0.00% | +15,879 | New |
| Wells Fargo & Company | 15,362 | $27.8K | 0.00% | +2,231+17.0% | Added |
| Morgan Stanley | 15,002 | $27.2K | 0.00% | +10.0% | Added |
| J.W. Cole Advisors, Inc. | 12,517 | $22.7K | 0.00% | 00.0% | Unchanged |
| Marco Investment Management LLC | 12,000 | $21.7K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,151 | $18.4K | 0.00% | +6+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 6,318 | $11.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,600 | $10.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,356 | $6.07K | 0.00% | +27+0.8% | Added |
| Simplex Trading, LLC | 2,794 | $5.00K | 0.00% | −873−23.8% | Reduced |
| IFP Advisors, Inc | 1,709 | $3.09K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 900 | $1.63K | 0.00% | +796+765.4% | Added |
| Signature Resources Capital Management, LLC | 600 | $1.09K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 329 | $595 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 33 | $60 | 0.00% | +33 | New |