Permianville Royalty TrustPVL
13F holders, Q2 2024 (June 30)18holders +2
3new positions
0sold out
1famous investor
$1.03avg. 13F price*
At the end of Q2 2024, 18 institutions reported holding Permianville Royalty Trust (PVL) in their 13F filings, up 2 from Q1 2024. 3 opened new positions and 0 sold out. The largest holders were Pingora Partners LLC ($929K), Wells Fargo & Company ($587K) and Citadel Advisors ($133K). 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $24K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 114,593 shares bought and 407,765 shares sold, net −293,172 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Pingora Partners LLC | 0.66% | Reduce -2.6% | 901,508 | $929K |
| Wells Fargo & Company | 0.00% | Reduce -36.6% | 565,389 | $587K |
| Citadel Advisors | 0.00% | Add +103.7% | 127,836 | $133K |
| Susquehanna International Group, LLP | 0.00% | Reduce -50.2% | 48,244 | $50K |
| UBS Group AG | 0.00% | Add +445.2% | 31,685 | $33K |
| Cresset Asset Management, LLC | 0.00% | New | 23,207 | $24K |
| Osaic Holdings, Inc. | 0.00% | Reduce -33.2% | 16,600 | $17K |
| Morgan Stanley | 0.00% | Reduce -0.0% | 15,001 | $16K |
| Geneos Wealth Management Inc. | 0.00% | No change | 14,245 | $15K |
| Marco Investment Management LLC | 0.00% | No change | 12,000 | $12K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,139 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 1,709 | $2K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 796 | $827 |
| Tucker Asset Management LLC | 0.00% | No change | 500 | $515 |
| Sunbelt Securities, Inc. | 0.00% | New | 329 | $342 |
| RFP Financial Group LLC | 0.00% | No change | 200 | $208 |
| Group One Trading LLC | 0.00% | No change | 3 | $3 |
| Simplex Trading, LLC | 0.00% | New | 108 | $0 |
"% of holder's portfolio" is PVL's weight in each manager's 13F, not the share of Permianville Royalty Trust the manager owns.