Permianville Royalty TrustPVL
13F holders, Q3 2025 (September 30)24holders +5
5new positions
0sold out
1famous investor
$1.82avg. 13F price*
At the end of Q3 2025, 24 institutions reported holding Permianville Royalty Trust (PVL) in their 13F filings, up 5 from Q2 2025. 5 opened new positions and 0 sold out. The largest holders were Ashton Thomas Private Wealth, LLC ($2.8M), Pingora Partners LLC ($1.6M) and McGowan Group Asset Management, Inc. ($235K). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $198K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 217,462 shares bought and 873 shares sold, net +216,589 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +0.5% | 1,553,904 | $2.8M |
| Pingora Partners LLC | 1.09% | Add +3.4% | 909,024 | $1.6M |
| McGowan Group Asset Management, Inc. | 0.03% | No change | 129,686 | $235K |
| Susquehanna International Group, LLP | 0.00% | Add +239.2% | 94,421 | $171K |
| Clear Harbor Asset Management, LLC | 0.01% | New | 45,006 | $81K |
| Citadel Advisors | 0.00% | New | 28,028 | $51K |
| Cresset Asset Management, LLC | 0.00% | Add +0.8% | 24,806 | $45K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 20,500 | $37K |
| Osaic Holdings, Inc. | 0.00% | Add +0.4% | 16,376 | $30K |
| MML Investors Services, LLC | 0.00% | New | 15,879 | $29K |
| Wells Fargo & Company | 0.00% | Add +17.0% | 15,362 | $28K |
| Morgan Stanley | 0.00% | Add +0.0% | 15,002 | $27K |
| 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% | Add +0.1% | 10,151 | $18K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 6,318 | $11K |
| Geneos Wealth Management Inc. | 0.00% | No change | 5,600 | $10K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.8% | 3,356 | $6K |
| Simplex Trading, LLC | 0.00% | Reduce -23.8% | 2,794 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 1,709 | $3K |
| Group One Trading LLC | 0.00% | Add +765.4% | 900 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 600 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 329 | $595 |
| UBS Group AG | 0.00% | New | 33 | $60 |
"% of holder's portfolio" is PVL's weight in each manager's 13F, not the share of Permianville Royalty Trust the manager owns.