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 2025
Institutional positions in Permianville Royalty Trust as of Dec 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
- 24
- 0 vs. Q3 2025
- Shares held
- 3.23M
- +300.9K (+10.3%) vs. Q3 2025
- Total value
- $5.84M
- +$505.9K (+9.5%) vs. Q3 2025
- New holders
- 5
- 10 more added
- Sold out
- 5
- 2 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Permianville Royalty Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tucker Asset Management LLC | 500 | $895 | 0.00% | +500 | New |
| Signature Resources Capital Management, LLC | 600 | $1.07K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,000 | $1.79K | 0.00% | +1,000 | New |
| IFP Advisors, Inc | 1,709 | $3.08K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,185 | $5.73K | 0.00% | +391+14.0% | Added |
| Cullen/Frost Bankers, Inc. | 3,510 | $6.32K | 0.00% | +154+4.6% | Added |
| Steward Partners Investment Advisory, LLC | 6,318 | $11.4K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,132 | $18.2K | 0.00% | −5,230−34.0% | Reduced |
| Marco Investment Management LLC | 12,000 | $21.5K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,082 | $21.7K | 0.00% | +12,082 | New |
| TCG Advisory Services, LLC | 12,397 | $22.2K | 0.00% | +12,397 | New |
| J.W. Cole Advisors, Inc. | 12,517 | $22.5K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 15,001 | $27.0K | 0.00% | −10.0% | Reduced |
| MML Investors Services, LLC | 16,607 | $29.9K | 0.00% | +728+4.6% | Added |
| Kestra Private Wealth Services, LLC | 20,500 | $36.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 25,702 | $46.3K | 0.00% | +9,326+56.9% | Added |
| Cresset Asset Management, LLC | 25,944 | $47.3K | 0.00% | +1,138+4.6% | Added |
| Diesslin Group, Inc. | 27,715 | $49.6K | 0.02% | +27,715 | New |
| Clear Harbor Asset Management, LLC | 50,506 | $90.9K | 0.01% | +5,500+12.2% | Added |
| Citadel Advisors LLC | 59,755 | $107.6K | 0.00% | +31,727+113.2% | Added |
| Susquehanna International Group, LLP | 105,902 | $190.6K | 0.00% | +11,481+12.2% | Added |
| McGowan Group Asset Management, Inc. | 129,686 | $233.4K | 0.03% | 00.0% | Unchanged |
| Pingora Partners LLC | 950,410 | $1.70M | 1.04% | +41,386+4.6% | Added |
| Ashton Thomas Private Wealth, LLC | 1,721,520 | $3.14M | 0.08% | +167,616+10.8% | Added |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −10,151−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −329−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −33−100.0% | Sold out |