Permianville Royalty TrustPVL
13F holders, Q2 2025 (June 30)19holders −2
1new positions
3sold out
$1.85avg. 13F price*
At the end of Q2 2025, 19 institutions reported holding Permianville Royalty Trust (PVL) in their 13F filings, down 2 from Q1 2025. 1 opened new positions and 3 sold out. The largest holders were Ashton Thomas Private Wealth, LLC ($2.9M), Pingora Partners LLC ($1.6M) and McGowan Group Asset Management, Inc. ($240K).
- Company
- Permianville Royalty Trust
- CUSIP
- 71425H100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $192 |
| Exits | 3 | $75K |
All 13F filers, Q1 2025 → Q2 2025: 271 shares bought and 192,362 shares sold, net −192,091 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Ashton Thomas Private Wealth, LLC | 0.10% | Reduce -4.5% | 1,546,014 | $2.9M |
| Pingora Partners LLC | 1.21% | Reduce -2.6% | 878,808 | $1.6M |
| McGowan Group Asset Management, Inc. | 0.03% | No change | 129,686 | $240K |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.5% | 27,838 | $52K |
| Cresset Asset Management, LLC | 0.00% | Add +0.6% | 24,611 | $46K |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.9% | 16,305 | $30K |
| Morgan Stanley | 0.00% | No change | 15,001 | $28K |
| Wells Fargo & Company | 0.00% | Reduce -17.6% | 13,131 | $24K |
| J.W. Cole Advisors, Inc. | 0.00% | No change | 12,517 | $23K |
| Marco Investment Management LLC | 0.00% | No change | 12,000 | $22K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.7% | 10,145 | $19K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 6,318 | $12K |
| Geneos Wealth Management Inc. | 0.00% | No change | 5,600 | $10K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.6% | 3,329 | $6K |
| Simplex Trading, LLC | 0.00% | Reduce -83.7% | 3,667 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 1,709 | $3K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 600 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 329 | $447 |
| Group One Trading LLC | 0.00% | New | 104 | $192 |
"% of holder's portfolio" is PVL's weight in each manager's 13F, not the share of Permianville Royalty Trust the manager owns.