Permianville Royalty TrustPVL
13F holders, Q4 2025 (December 31)24holders
4new positions
5sold out
1famous investor
$1.81avg. 13F price*
At the end of Q4 2025, 24 institutions reported holding Permianville Royalty Trust (PVL) in their 13F filings, unchanged from Q3 2025. 4 opened new positions and 5 sold out. The largest holders were Ashton Thomas Private Wealth, LLC ($3.1M), Pingora Partners LLC ($1.7M) and McGowan Group Asset Management, Inc. ($233K). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $47K |
| Exits | 5 | $31K |
All 13F filers, Q3 2025 → Q4 2025: 295,426 shares bought and 22,244 shares sold, net +273,182 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +10.8% | 1,721,520 | $3.1M |
| Pingora Partners LLC | 1.04% | Add +4.5% | 950,410 | $1.7M |
| McGowan Group Asset Management, Inc. | 0.03% | No change | 129,686 | $233K |
| Susquehanna International Group, LLP | 0.00% | Add +12.2% | 105,902 | $191K |
| Citadel Advisors | 0.00% | Add +113.2% | 59,755 | $108K |
| Clear Harbor Asset Management, LLC | 0.01% | Add +12.2% | 50,506 | $91K |
| Diesslin Group, Inc. | 0.02% | — | 27,715 | $50K |
| Cresset Asset Management, LLC | 0.00% | Add +4.6% | 25,944 | $47K |
| Osaic Holdings, Inc. | 0.00% | Add +57.0% | 25,702 | $46K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 20,500 | $37K |
| MML Investors Services, LLC | 0.00% | Add +4.6% | 16,607 | $30K |
| Morgan Stanley | 0.00% | Reduce -0.0% | 15,001 | $27K |
| J.W. Cole Advisors, Inc. | 0.00% | No change | 12,517 | $23K |
| HUB Investment Partners, LLC | 0.00% | New | 12,397 | $22K |
| XTX Topco Ltd | 0.00% | New | 12,082 | $22K |
| Marco Investment Management LLC | 0.00% | No change | 12,000 | $21K |
| Wells Fargo & Company | 0.00% | Reduce -34.0% | 10,132 | $18K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 6,318 | $11K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +4.6% | 3,510 | $6K |
| Simplex Trading, LLC | 0.00% | Add +14.0% | 3,185 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 1,709 | $3K |
| Garner Asset Management Corp | 0.00% | New | 1,000 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 600 | $1K |
| Tucker Asset Management LLC | 0.00% | New | 500 | $895 |
"% of holder's portfolio" is PVL's weight in each manager's 13F, not the share of Permianville Royalty Trust the manager owns.