Permianville Royalty TrustPVL

13F holders, Q1 2024 (March 31)
16holders
1famous investor
$1.36avg. 13F price*

At the end of Q1 2024, 16 institutions reported holding Permianville Royalty Trust (PVL) in their 13F filings. The largest holders were Pingora Partners LLC ($1.2M), Wells Fargo & Company ($1.2M) and Susquehanna International Group, LLP ($132K). 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 2024

InstitutionsTotal Value
New Positions0$0
Exits7$328K

Ownership 16 holders

Pingora Partners LLC 0.91% Add +1.7% 925,908 $1.2M
Wells Fargo & Company 0.00% Reduce -2.2% 891,887 $1.2M
Susquehanna International Group, LLP 0.00% Add +75.3% 96,870 $132K
Citadel Advisors 0.00% Add +1.5% 62,760 $85K
Osaic Holdings, Inc. 0.00% Add +201.5% 24,840 $34K
Morgan Stanley 0.00% Add +0.0% 15,002 $20K
Geneos Wealth Management Inc. 0.00% No change 14,245 $19K
Steward Partners Investment Solutions, LLC 0.00% No change 12,318 $17K
Marco Investment Management LLC 0.00% No change 12,000 $16K
UBS Group AG 0.00% Add +752.2% 5,812 $8K
Cullen/Frost Bankers, Inc. 0.00% No change 3,139 $4K
IFP Advisors, Inc 0.00% No change 1,709 $2K
Institutional & Family Asset Management, LLC 0.00% No change 796 $1K
Tucker Asset Management LLC 0.00% No change 500 $675
RFP Financial Group LLC 0.00% No change 200 $272
Group One Trading LLC 0.00% Reduce -99.9% 3 $4

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