Permianville Royalty Trust
PVLFigures shown here come from public SEC filings. Dates beside each section show the available history.
SEC filings supply these figures; updates after the dates shown are not included. No annual financial history is available for this company. The latest insider filing shown is dated Aug 17, 2023. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| J.W. COLE ADVISORS, INC. | 2026-03-31 | 12,517 | Not shown | SEC filing |
| Cullen/Frost Bankers, Inc. | 2026-03-31 | 3,594 | Not shown | SEC filing |
| Pingora Partners LLC | 2026-03-31 | 1,085,184 | Not shown | SEC filing |
| WELLS FARGO & COMPANY/MN | 2026-03-31 | 10,132 | Not shown | SEC filing |
| HUB Investment Partners, LLC | 2026-03-31 | 12,397 | Not shown | SEC filing |
| MARCO INVESTMENT MANAGEMENT LLC | 2026-03-31 | 12,000 | Not shown | SEC filing |
| Diesslin Group, Inc. | 2026-03-31 | 27,715 | Not shown | SEC filing |
| ACADIAN ASSET MANAGEMENT LLC | 2026-03-31 | 49,513 | Not shown | SEC filing |
| MORGAN STANLEY | 2026-03-31 | 16,002 | Not shown | SEC filing |
| McGowan Group Asset Management, Inc. | 2026-03-31 | 127,543 | Not shown | SEC filing |
| OSAIC HOLDINGS, INC. | 2026-03-31 | 9,000 | Not shown | SEC filing |
| Ashton Thomas Private Wealth, LLC | 2026-03-31 | 1,448,012 | Not shown | SEC filing |
| Caitong International Asset Management Co., Ltd | 2026-03-31 | 10 | Not shown | SEC filing |
| Signature Resources Capital Management, LLC | 2026-03-31 | 600 | Not shown | SEC filing |
| JANE STREET GROUP, LLC | 2026-03-31 | 44,254 | Not shown | SEC filing |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2026-03-31 | 15,500 | Not shown | SEC filing |
| Clear Harbor Asset Management, LLC | 2026-03-31 | 41,386 | Not shown | SEC filing |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-03-31 | 49,782 | Not shown | SEC filing |
| Davis Wealth Advisors, LLC | 2026-03-31 | 10,176 | Not shown | SEC filing |
| Rockefeller Capital Management L.P. | 2026-03-31 | 401 | Not shown | SEC filing |
- Each value is checked against Permianville Royalty Trust's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 20 rows: no share price from within three months of their report dates is on file, so they could not be checked.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- IFP Advisors, Inc: 1,709 shares reported 2025-12-31; 1,709 shares reported 2026-03-31.
- Steward Partners Investment Advisory, LLC: 6,318 shares reported 2025-12-31; 6,318 shares reported 2026-03-31.
- MML INVESTORS SERVICES, LLC: 16,607 shares reported 2025-12-31; 10,711 shares reported 2026-03-31.
- GROUP ONE TRADING LLC: 900 shares reported 2025-09-30; 800 shares reported 2026-03-31.
- SUSQUEHANNA INTERNATIONAL GROUP, LLP: 105,902 shares reported 2025-12-31; 49,782 shares reported 2026-03-31.
- Clear Harbor Asset Management, LLC: 50,506 shares reported 2025-12-31; 41,386 shares reported 2026-03-31.
- KESTRA PRIVATE WEALTH SERVICES, LLC: 20,500 shares reported 2025-12-31; 15,500 shares reported 2026-03-31.
- Signature Resources Capital Management, LLC: 600 shares reported 2025-12-31; 600 shares reported 2026-03-31.
- Ashton Thomas Private Wealth, LLC: 1,721,520 shares reported 2025-12-31; 1,448,012 shares reported 2026-03-31.
- OSAIC HOLDINGS, INC.: 25,702 shares reported 2025-12-31; 9,000 shares reported 2026-03-31.
- McGowan Group Asset Management, Inc.: 129,686 shares reported 2025-12-31; 127,543 shares reported 2026-03-31.
- Diesslin Group, Inc.: 27,715 shares reported 2025-12-31; 27,715 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
12 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Permianville Royalty Trust's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2023-02-01 · PERMIANVILLE HOLDINGS LLC: Larger than 64 of the 71 other insider sales of Trust Units representing Beneficial Interest on file. SEC filing
- 2023-01-31 · PERMIANVILLE HOLDINGS LLC: Larger than all 71 other insider sales of Trust Units representing Beneficial Interest on file. SEC filing
- 2023-01-30 · PERMIANVILLE HOLDINGS LLC: Larger than 70 of the 71 other insider sales of Trust Units representing Beneficial Interest on file. SEC filing
- 2023-01-27 · PERMIANVILLE HOLDINGS LLC: Larger than 65 of the 71 other insider sales of Trust Units representing Beneficial Interest on file. SEC filing
- 2023-01-26 · PERMIANVILLE HOLDINGS LLC: Larger than 66 of the 71 other insider sales of Trust Units representing Beneficial Interest on file. SEC filing
- 2023-01-25 · PERMIANVILLE HOLDINGS LLC: Larger than 68 of the 71 other insider sales of Trust Units representing Beneficial Interest on file. SEC filing
- 2023-01-24 · PERMIANVILLE HOLDINGS LLC: Larger than 69 of the 71 other insider sales of Trust Units representing Beneficial Interest on file. SEC filing
- 2023-01-23 · PERMIANVILLE HOLDINGS LLC: Larger than 67 of the 71 other insider sales of Trust Units representing Beneficial Interest on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2023-08-15 | PERMIANVILLE HOLDINGS LLC · 10% owner | Trust Units representing Beneficial Interest | S — Open market or private sale | −400 | 2.97 | SEC filing |
| 2023-08-14 | PERMIANVILLE HOLDINGS LLC · 10% owner | Trust Units representing Beneficial Interest | S — Open market or private sale | −13,936 | 2.97 | SEC filing |
| 2023-08-10 | PERMIANVILLE HOLDINGS LLC · 10% owner | Trust Units representing Beneficial Interest | S — Open market or private sale | −6,646 | 2.97 | SEC filing |
| 2023-08-07 | PERMIANVILLE HOLDINGS LLC · 10% owner | Trust Units representing Beneficial Interest | S — Open market or private sale | −4,156 | 2.98 | SEC filing |
| 2023-08-04 | PERMIANVILLE HOLDINGS LLC · 10% owner | Trust Units representing Beneficial Interest | S — Open market or private sale | −2,810 | 2.97 | SEC filing |
| 2023-08-01 | PERMIANVILLE HOLDINGS LLC · 10% owner | Trust Units representing Beneficial Interest | S — Open market or private sale | −7,263 | 2.97 | SEC filing |
| 2023-07-31 | PERMIANVILLE HOLDINGS LLC · 10% owner | Trust Units representing Beneficial Interest | S — Open market or private sale | −5,056 | 2.97 | SEC filing |
| 2023-07-28 | PERMIANVILLE HOLDINGS LLC · 10% owner | Trust Units representing Beneficial Interest | S — Open market or private sale | −14,780 | 2.97 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.