Permianville Royalty Trust - Units of Beneficial Interest (PVL) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2018 to Q3 2025

Type / Class
Equity / Units of Beneficial Interest
Symbol
PVL on NYSE
Shares outstanding
32,754,610
Price per share
$1.85
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
2,924,301
Total reported value
$5,329,584
% of total 13F portfolios
0%
Share change
+216,590
Value change
+$392,234
Number of holders
24
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Permianville Royalty Trust - Units of Beneficial Interest (PVL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Warren Street Capital Partners LP 5.9% $2,860,133 1,932,522 Aaron Gelband 12 May 2025

As of 30 Sep 2025, 24 institutional investors reported holding 2,924,301 shares of Permianville Royalty Trust - Units of Beneficial Interest (PVL). This represents 8.9% of the company’s total 32,754,610 outstanding shares.

Institutional Holders of Permianville Royalty Trust - Units of Beneficial Interest (PVL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 2,924,301 $5,329,584 +$392,234 $1.81 24
2025 Q2 2,707,711 $5,008,322 -$337,508 $1.85 19
2025 Q1 2,899,802 $4,533,623 +$118,412 $1.56 21
2024 Q4 2,821,484 $3,827,351 +$2,109,905 $1.36 20
2024 Q3 1,244,301 $1,997,800 -$754,030 $1.62 18
2024 Q2 1,762,391 $1,823,010 -$304,535 $1.04 17
2024 Q1 2,067,989 $2,803,083 -$252,079 $1.36 16
2023 Q4 2,225,676 $3,203,880 -$1,244,362 $1.44 22
2023 Q3 1,754,066 $4,490,945 -$194,850 $2.54 27
2023 Q2 1,825,650 $4,570,123 +$336,373 $2.50 24
2023 Q1 1,699,105 $4,072,180 -$219,096 $2.39 24
2022 Q4 1,693,310 $5,699,093 -$1,206,365 $3.35 27
2022 Q3 2,046,992 $6,819,000 -$196,230 $3.33 23
2022 Q2 2,115,815 $7,073,000 +$638,958 $3.33 24
2022 Q1 1,334,247 $3,308,000 +$177,297 $2.51 19
2021 Q4 1,278,026 $2,713,000 +$322,202 $2.11 19
2021 Q3 1,143,474 $2,201,000 -$412,484 $1.93 15
2021 Q2 756,170 $1,481,000 +$538,979 $1.95 16
2021 Q1 1,088,149 $1,619,000 -$320,975 $1.48 19
2020 Q4 1,310,412 $957,000 +$14,463 $0.73 14
2020 Q3 341,272 $237,000 -$322,070 $0.69 12
2020 Q2 1,470,448 $1,764,000 -$99,081 $1.20 15
2020 Q1 1,510,199 $1,599,000 -$65,955 $1.06 16
2019 Q4 1,570,810 $2,911,000 -$156,791 $1.85 19
2019 Q3 1,558,281 $4,080,000 -$77,029 $2.62 20
2019 Q2 1,586,444 $4,221,000 +$33,609 $2.66 19
2019 Q1 1,636,300 $5,452,000 -$69,597 $3.33 26
2018 Q4 1,587,748 $2,987,000 -$704,766 $1.88 27
2018 Q3 1,889,995 $6,610,000 +$6,473,979 $3.50 24