Permianville Royalty TrustPVL

13F holders, Q2 2026 (June 30)
25holders +1
4new positions
3sold out
1famous investor
$1.69avg. 13F price*

At the end of Q2 2026, 25 institutions reported holding Permianville Royalty Trust (PVL) in their 13F filings, up 1 from Q1 2026. 4 opened new positions and 3 sold out. The largest holders were Pingora Partners LLC ($1.8M), Ashton Thomas Private Wealth, LLC ($1.2M) and LexAurum Advisors, LLC ($216K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Permianville Royalty Trust
CUSIP
71425H100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 16Q1 2024Q2 2024: 18Q2 2024Q3 2024: 18Q3 2024Q4 2024: 21Q4 2024Q1 2025: 21Q1 2025Q2 2025: 19Q2 2025Q3 2025: 24Q3 2025Q4 2025: 24Q4 2025Q1 2026: 24Q1 2026Q2 2026: 25Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions4$344K
Exits3$101K

All 13F filers, Q1 2026 → Q2 2026: 224,568 shares bought and 875,719 shares sold, net −651,151 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 25 holders

Pingora Partners LLC 1.07% Add +0.3% 1,088,873 $1.8M
Ashton Thomas Private Wealth, LLC 0.03% Reduce -49.8% 726,581 $1.2M
LexAurum Advisors, LLC 0.03% New 128,000 $216K
McGowan Group Asset Management, Inc. 0.01% Reduce -52.9% 60,038 $101K
Susquehanna International Group, LLP 0.00% Add +18.1% 58,770 $99K
Acadian Asset Management LLC 0.00% Reduce -17.0% 41,092 $69K
XTX Topco Ltd 0.00% New 36,900 $62K
Diesslin Group, Inc. 0.02% No change 27,715 $47K
Citadel Advisors 0.00% New 24,489 $41K
Clear Harbor Asset Management, LLC 0.00% Reduce -53.2% 19,386 $33K
Osaic Holdings, Inc. 0.00% Add +90.2% 17,116 $29K
Morgan Stanley 0.00% No change 16,002 $27K
Kestra Private Wealth Services, LLC 0.00% No change 15,500 $26K
Simplex Trading, LLC 0.00% New 14,128 $24K
J.W. Cole Advisors, Inc. 0.00% No change 12,517 $21K
HUB Investment Partners, LLC 0.00% No change 12,397 $21K
Marco Investment Management LLC 0.00% No change 12,000 $20K
MML Investors Services, LLC 0.00% Add +1.8% 10,903 $18K
Wells Fargo & Company 0.00% Reduce -15.1% 8,601 $15K
Steward Partners Investment Advisory, LLC 0.00% No change 6,318 $11K
Cullen/Frost Bankers, Inc. 0.00% Add +1.8% 3,659 $6K
IFP Advisors, Inc 0.00% No change 1,709 $3K
Group One Trading LLC 0.00% No change 800 $1K
Signature Resources Capital Management, LLC 0.00% No change 600 $1K
Caitong International Asset Management Co., Ltd 0.00% Add +10.0% 11 $19

"% of holder's portfolio" is PVL's weight in each manager's 13F, not the share of Permianville Royalty Trust the manager owns.