PVL
Permianville Royalty TrustMarquee-fund ownership over time
This quarter's activity
New positions opened
None.
Positions exited
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Citadel Advisors 2× in & out | Q4 2025 | Q2 2026 | — | +0% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Permianville Royalty Trust. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Aug 17, 2023 — the most recent Form 4 on file — not from today.
- Form 40001104659-23-093130Aug 17, 2023
- Form 40001104659-23-091541Aug 14, 2023
- Form 40001104659-23-088910Aug 8, 2023
- Form 40001104659-23-086880Aug 2, 2023
- Form 40001104659-23-085385Jul 28, 2023
- Form 40001104659-23-083907Jul 25, 2023
- Form 40001104659-23-024345Feb 22, 2023
- Form 40001104659-23-022856Feb 16, 2023
- Form 40001104659-23-019878Feb 13, 2023
- Form 40001104659-23-014609Feb 8, 2023
- Form 40001104659-23-009956Feb 2, 2023
- Form 40001104659-23-008065Jan 30, 2023
- Form 40001104659-23-006594Jan 25, 2023
- Form 40001104659-23-005461Jan 20, 2023
- Form 40001104659-23-004324Jan 17, 2023
Fundamentals
XBRL · Permianville Royalty TrustNot enough XBRL history to plot. Permianville Royalty Trusthasn't tagged revenue, net income, EPS, or operating cash flow in the SEC us-gaap taxonomy with at least two fiscal-year periods — typical for SPACs / trust vehicles, pre-revenue biotechs, recent IPOs, and foreign filers reporting under IFRS.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Permianville Royalty Trust — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KFORM 8-KMay 18, 2026
- 10-QFORM 10-QMay 15, 2026
- 8-KFORM 8-KApr 17, 2026
- 10-KFORM 10-KMar 23, 2026
- 8-KFORM 8-KMar 16, 2026
- 8-KFORM 8-KFeb 18, 2026
- 8-KFORM 8-KJan 20, 2026
- 8-KFORM 8-KDec 19, 2025
- 8-KFORM 8-KNov 17, 2025
- 10-QFORM 10-QNov 14, 2025
- 8-KFORM 8-KOct 17, 2025
- 8-KFORM 8-KSep 18, 2025
- 8-KFORM 8-KAug 18, 2025
- 10-QFORM 10-QAug 14, 2025
- 8-KFORM 8-KJul 18, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q4 2025 | Q2 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.