Permianville Royalty TrustPVL
13F holders, Q1 2025 (March 31)21holders
4new positions
4sold out
$1.56avg. 13F price*
At the end of Q1 2025, 21 institutions reported holding Permianville Royalty Trust (PVL) in their 13F filings, unchanged from Q4 2024. 4 opened new positions and 4 sold out. The largest holders were Ashton Thomas Private Wealth, LLC ($2.5M), Pingora Partners LLC ($1.4M) and McGowan Group Asset Management, Inc. ($203K).
- Company
- Permianville Royalty Trust
- CUSIP
- 71425H100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $267K |
| Exits | 4 | $11K |
All 13F filers, Q4 2024 → Q1 2025: 206,295 shares bought and 131,939 shares sold, net +74,356 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Ashton Thomas Private Wealth, LLC | 0.10% | Reduce -4.3% | 1,618,309 | $2.5M |
| Pingora Partners LLC | 1.04% | No change | 902,508 | $1.4M |
| McGowan Group Asset Management, Inc. | 0.03% | New | 129,686 | $203K |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.5% | 50,157 | $78K |
| Cresset Asset Management, LLC | 0.00% | No change | 24,464 | $38K |
| Simplex Trading, LLC | 0.00% | Add +743.8% | 22,470 | $35K |
| Osaic Holdings, Inc. | 0.00% | Add +407.5% | 20,113 | $32K |
| Mariner, LLC | 0.00% | Add +0.0% | 20,011 | $31K |
| Gsa Capital Partners LLP | 0.00% | New | 17,570 | $27K |
| Wells Fargo & Company | 0.00% | Reduce -11.4% | 15,932 | $25K |
| Morgan Stanley | 0.00% | No change | 15,001 | $23K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 12,517 | $20K |
| Marco Investment Management LLC | 0.00% | No change | 12,000 | $19K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 10,558 | $17K |
| Private Advisor Group, LLC | 0.00% | No change | 10,642 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 6,318 | $10K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -60.7% | 5,600 | $9K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,309 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 1,709 | $3K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 600 | $936 |
| Sunbelt Securities, Inc. | 0.00% | No change | 329 | $515 |
"% of holder's portfolio" is PVL's weight in each manager's 13F, not the share of Permianville Royalty Trust the manager owns.