PERMIANVILLE ROYALTY TRUST (PVL) Institutional Ownership Changes & 13F Activity

PERMIANVILLE ROYALTY TRUST (PVL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ashton Thomas Private Wealth, Llc, Lexaurum Advisors, Llc, Mcgowan Group Asset Management, Inc., Jane Street Group, Llc, and Xtx Topco Ltd.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+24,48924,489$41.39KQ2 2026Sep 02, 2026
Xtx Topco LtdBuy+36,90036,900$62.36KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+8,988+18.1%58,770$99.32KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+8,116+90.2%17,116$28.93KQ2 2026Aug 14, 2026
Pingora Partners LlcBuy+3,689+0.3%1,088,873$1.84MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-1,531-15.1%8,601$14.54KQ2 2026Aug 14, 2026
Acadian Asset Management LlcSell-8,421-17.0%41,092$69.00KQ2 2026Aug 13, 2026
Mcgowan Group Asset Management, Inc.Sell-67,505-52.9%60,038$101.46KQ2 2026Aug 12, 2026
Clear Harbor Asset Management, LlcSell-22,000-53.2%19,386$32.76KQ2 2026Aug 12, 2026
Simplex Trading, LlcBuy+14,12814,128$23.88KQ2 2026Aug 12, 2026
Mml Investors Services, LlcBuy+192+1.8%10,903$18.43KQ2 2026Aug 07, 2026
Caitong International Asset Management Co., LtdBuy+1+10.0%11$19.00Q2 2026Aug 05, 2026
Ashton Thomas Private Wealth, LlcSell-721,431-49.8%726,581$1.23MQ2 2026Jul 29, 2026
Cullen/Frost Bankers, Inc.Buy+65+1.8%3,659$6.18KQ2 2026Jul 27, 2026
Lexaurum Advisors, LlcBuy+128,000128,000$216.32KQ2 2026Jul 15, 2026
Davis Wealth Advisors, LlcSell-10,176-100.0%0$0.00Q2 2026May 14, 2026
Rockefeller Capital Management L.P.Sell-401-100.0%0$0.00Q2 2026May 14, 2026
Jane Street Group, LlcSell-44,254-100.0%0$0.00Q2 2026May 12, 2026
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Frequently asked questions about PVL activity

  • Which institutional owners are buying PVL?

    Institutional owners buying PVL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PVL activity?

    "Buy" means an investor increased their reported position in PVL compared to the prior reporting period. This reflects growing exposure to PERMIANVILLE ROYALTY TRUST (PVL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PVL increasing?

    Institutional interest in PVL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.