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, Q2 2026
Institutional positions in Permianville Royalty Trust as of Jun 30, 2026. 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
- 25
- +1 vs. Q1 2026
- Shares held
- 2.34M
- −651.2K (−21.7%) vs. Q1 2026
- Total value
- $3.96M
- −$1.58M (−28.5%) vs. Q1 2026
- New holders
- 4
- 6 more added
- Sold out
- 3
- 5 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Permianville Royalty Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 11 | $19 | 0.00% | +1+10.0% | Added |
| Signature Resources Capital Management, LLC | 600 | $1.01K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 800 | $1.35K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,709 | $2.89K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,659 | $6.18K | 0.00% | +65+1.8% | Added |
| Steward Partners Investment Advisory, LLC | 6,318 | $10.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 8,601 | $14.5K | 0.00% | −1,531−15.1% | Reduced |
| MML Investors Services, LLC | 10,903 | $18.4K | 0.00% | +192+1.8% | Added |
| Marco Investment Management LLC | 12,000 | $20.3K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 12,397 | $21.0K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,517 | $21.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 14,128 | $23.9K | 0.00% | +14,128 | New |
| Kestra Private Wealth Services, LLC | 15,500 | $26.2K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 16,002 | $27.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 17,116 | $28.9K | 0.00% | +8,116+90.2% | Added |
| Clear Harbor Asset Management, LLC | 19,386 | $32.8K | 0.00% | −22,000−53.2% | Reduced |
| Citadel Advisors LLC | 24,489 | $41.4K | 0.00% | +24,489 | New |
| Diesslin Group, Inc. | 27,715 | $46.8K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 36,900 | $62.4K | 0.00% | +36,900 | New |
| Acadian Asset Management LLC | 41,092 | $69.0K | 0.00% | −8,421−17.0% | Reduced |
| Susquehanna International Group, LLP | 58,770 | $99.3K | 0.00% | +8,988+18.1% | Added |
| McGowan Group Asset Management, Inc. | 60,038 | $101.5K | 0.01% | −67,505−52.9% | Reduced |
| LexAurum Advisors, LLC | 128,000 | $216.3K | 0.02% | +128,000 | New |
| Ashton Thomas Private Wealth, LLC | 726,581 | $1.23M | 0.03% | −721,431−49.8% | Reduced |
| Pingora Partners LLC | 1,088,873 | $1.84M | 1.07% | +3,689+0.3% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −44,254−100.0% | Sold out |
| Davis Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,176−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −401−100.0% | Sold out |