Permianville Royalty Trust - Units of Beneficial Interest (PVL)

CUSIP: 71425H100

Q1 2023 13F Holders as of 31 Mar 2023

Holder snapshot 7 signals
Share change
+7,382
Put/Call ratio
17%
SEC-reported price per share
$2.39
Number of holders
23
Value change
-$216,912
Number of buys
10
Open additional details 1 more signal available
Number of sells
12
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
32,994,931

Security key

71425H100

Report period

Q1 2023

Institutions

23

Top holders

10

Ownership snapshot

Top reported holders of PVL - Permianville Royalty Trust - Units of Beneficial Interest (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
WELLS FARGO & COMPANY/MN
Disclosed value leader
WELLS FARGO & COMPANY/MN
Comparable rows
15/15
Latest evidence
31 Dec 2022
13F Lead comparable stake: 2% Showing 1-6 of 15 holder rows.

Quick read

WELLS FARGO & COMPANY/MN leads the comparable SEC ownership view at 2%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens WELLS FARGO & COMPANY/MN's linked filing trail.
Comparable ownership Top 5
WELLS FARGO & COMPANY/MN 2%
SINECERA CAPITAL, LLC 1.4%
McGowan Group Asset Management, Inc. 0.44%
Syntal Capital Partners, LLC 0.3%
CITADEL ADVISORS LLC 0.25%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
WELLS FARGO & COMPANY/MN
13F
Company
13F
2%
$2,169,778
647,695 shares
31 Dec 2022
SINECERA CAPITAL, LLC
13F
Company
13F
1.4%
$1,556,951
456,852 shares
31 Dec 2022
McGowan Group Asset Management, Inc.
13F
Company
13F
0.44%
$481,202
143,643 shares
31 Dec 2022
Syntal Capital Partners, LLC
13F
Company
13F
0.3%
$327,904
97,882 shares
31 Dec 2022
CITADEL ADVISORS LLC
13F
Company
13F
0.25%
$276,593
82,565 shares
31 Dec 2022
Essex Financial Services, Inc.
13F
Company
13F
0.18%
$196,000
58,730 shares
31 Dec 2022
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
23
Shares
1,700,405
Rows available
23
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2023 vs Q1 2023 Across Filers

Q1 2023 holders
23
Q1 2023 holders
23
Holder diff
0
Investor Q1 2023 Shares Q1 2023 Shares Share Diff Share Chg % Q1 2023 value Q1 2023 value Value change Value Chg %
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .