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PVL

Permianville Royalty Trust

24 hedge funds and large institutions have $5.54M invested in Permianville Royalty Trust in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more funds holding

Funds holding: 2424 (0)

5% less capital invested

Capital invested by funds: $5.84M → $5.54M (-$295K)

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
7
Closed
5
Calls
$192K
Puts
Net Calls
+$192K
Net Calls Change
+$191K
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
1
Ashton Thomas Private Wealth
Arizona
$2.68M -$490K -273,508 -16%
PP
2
Pingora Partners
Wyoming
$2.01M +$241K +134,774 +14%
MGAM
3
McGowan Group Asset Management
Texas
$236K -$3.84K -2,143 -2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$92.1K -$100K -56,120 -53%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$91K +$88.6K +49,513 New
Jane Street
6
Jane Street
New York
$81.9K +$79.2K +44,254 New
CHAM
7
Clear Harbor Asset Management
Connecticut
$76.6K -$16.3K -9,120 -18%
DG
8
Diesslin Group
Texas
$51.3K
Morgan Stanley
9
Morgan Stanley
New York
$29.6K +$1.79K +1,001 +7%
KPWS
10
Kestra Private Wealth Services
Texas
$28.7K -$8.95K -5,000 -24%
JWCA
11
J.W. Cole Advisors
Florida
$23.2K
HIP
12
HUB Investment Partners
Texas
$22.9K
MIM
13
Marco Investment Management
Georgia
$22.2K
MML Investors Services
14
MML Investors Services
Massachusetts
$19.8K -$10.6K -5,896 -36%
DWA
15
Davis Wealth Advisors
New Hampshire
$18.8K +$18.2K +10,176 New
Wells Fargo
16
Wells Fargo
California
$18.7K
Osaic Holdings
17
Osaic Holdings
Arizona
$16.6K -$29.9K -16,702 -65%
SPIA
18
Steward Partners Investment Advisory
New York
$11.7K
CFB
19
Cullen/Frost Bankers
Texas
$6.65K +$150 +84 +2%
IA
20
IFP Advisors
Florida
$3.16K
Group One Trading
21
Group One Trading
Illinois
$1.48K +$1.43K +800 New
SRCM
22
Signature Resources Capital Management
California
$1.11K
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$742 +$718 +401 New
CIAM
24
Caitong International Asset Management
Hong Kong
$18 +$18 +10 New
Citadel Advisors
25
Citadel Advisors
Florida
-$107K -59,755 Closed

PVL Hedge Fund Activity: Q1 2026 in Review

24 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Permianville Royalty Trust (PVL) for Q1 2026, worth a combined $5.54M — down 5.1% from $5.84M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PVL positions and 5 closed out — a net gain of 1 holder — while 3 added to existing stakes and 7 trimmed.

The largest buyer was Pingora Partners, adding an estimated $241K. The largest seller was Ashton Thomas Private Wealth, cutting an estimated $490K.

  • 24 institutional investors held Permianville Royalty Trust (PVL) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $5.54M of Permianville Royalty Trust stock for Q1 2026, down 5.1% quarter-over-quarter.
  • 6 funds opened new Permianville Royalty Trust positions in Q1 2026 and 5 closed out, a net change of +1 holder.
  • The largest Permianville Royalty Trust buyer in Q1 2026 was Pingora Partners, an estimated $241K added.
  • The largest Permianville Royalty Trust seller in Q1 2026 was Ashton Thomas Private Wealth, an estimated $490K sold.

Based on aggregated 13F filings for Q1 2026.