Among active 13F managers last quarter, 1 opened and 4 added, while 2 reduced; the largest holder to move was Pingora Partners LLC (+0.3%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
23 tracked 13F filers disclose a position in PVL as of the latest SEC 13F filings, a combined $3.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Pingora Partners LLC | 1.1M | $1.8M | ▲+0.3% Added · +4K sh | Q2 2026 | |
| 2 | Ashton Thomas Private Wealth, LLC | 727K | $1.2M | ▼−50% Reduced · −721K sh | Q2 2026 | |
| 3 | LexAurum Advisors, LLC | 128K | $216K | ▲New +128K sh | Q2 2026 | |
| 4 | McGowan Group Asset Management, Inc. | 60K | $101K | ▼−53% Reduced · −68K sh | Q2 2026 | |
| 5 | Susquehanna International Group, LLP | 50K | $92K | ▼−53% Reduced · −56K sh | Q1 2026 | |
| 6 | Jane Street Group, LLC | 44K | $82K | ▲New +44K sh | Q1 2026 | |
| 7 | Diesslin Group, Inc. | 28K | $47K | —Held | Q2 2026 | |
| 8 | Citadel Advisors LLC | 24K | $41K | ▲Added Added · +24K sh | Q2 2026 | |
| 9 | Clear Harbor Asset Management, LLC | 19K | $33K | ▼−53% Reduced · −22K sh | Q2 2026 | |
| 10 | Morgan Stanley | 16K | $30K | ▲+6.7% Added · +1K sh | Q1 2026 | |
| 11 | Kestra Private Wealth Services, LLC | 16K | $26K | —Held | Q2 2026 | |
| 12 | J.W. Cole Advisors, Inc. | 13K | $21K | —Held | Q2 2026 | |
| 13 | HUB Investment Partners, LLC | 12K | $21K | —Held | Q2 2026 | |
| 14 | MML Investors Services, LLC | 11K | $18K | ▲+1.8% Added · +192 sh | Q2 2026 | |
| 15 | Wells Fargo & Company | 10K | $19K | —Held | Q1 2026 | |
| 16 | Osaic Holdings, Inc. | 9K | $17K | ▼−65% Reduced · −17K sh | Q1 2026 | |
| 17 | Steward Partners Investment Advisory, LLC | 6K | $11K | —Held | Q2 2026 | |
| 18 | Cullen/frost Bankers, Inc. | 4K | $6K | ▲+1.8% Added · +65 sh | Q2 2026 | |
| 19 | IFP Advisors, Inc | 2K | $3K | —Held | Q2 2026 | |
| 20 | Group One Trading LLC | 800 | $1K | —Held | Q2 2026 | |
| 21 | Signature Resources Capital Management, LLC | 600 | $1K | —Held | Q2 2026 | |
| 22 | Rockefeller Capital Management L.P. | 401 | $742 | ▲New +401 sh | Q1 2026 | |
| 23 | Caitong International Asset Management Co., Ltd | 11 | $19 | ▲+10% Added · +1 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in PVL and 4 added to an existing one, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 12 funds | $3.7B |
| Nvidia CorpNVDA | 12 funds | $3.6B |
| Amazon.com IncAMZN | 12 funds | $3.1B |
| Alphabet Inc-CL AGOOGL | 12 funds | $1.6B |
| Walmart IncWMT | 12 funds | $763.5M |
| Chevron CorpCVX | 12 funds | $704.5M |
| Johnson & JohnsonJNJ | 12 funds | $549.5M |
| Union Pacific CorpUNP | 12 funds | $202.8M |
| Microsoft CorpMSFT | 11 funds | $2.0B |
| Eli Lilly & CoLLY | 11 funds | $1.4B |
| Alphabet Inc-CL CGOOG | 11 funds | $1.3B |
| JPMorgan Chase & CoJPM | 11 funds | $988.9M |
Ranked by how many of PVL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PVL.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 15, 2023 | Permianville Holdings Llc | 10% Owner | Sell (S) | 400 | $1K |
| Aug 14, 2023 | Permianville Holdings Llc | 10% Owner | Sell (S) | 14K | $41K |
| Aug 10, 2023 | Permianville Holdings Llc | 10% Owner | Sell (S) | 7K | $20K |
| Aug 7, 2023 | Permianville Holdings Llc | 10% Owner | Sell (S) | 4K | $12K |
| Aug 4, 2023 | Permianville Holdings Llc | 10% Owner | Sell (S) | 3K | $8K |
| Aug 1, 2023 | Permianville Holdings Llc | 10% Owner | Sell (S) | 7K | $22K |
| Jul 31, 2023 | Permianville Holdings Llc | 10% Owner | Sell (S) | 5K | $15K |
| Jul 28, 2023 | Permianville Holdings Llc | 10% Owner | Sell (S) | 15K | $44K |
| Jul 27, 2023 | Permianville Holdings Llc | 10% Owner | Sell (S) | 24K | $72K |
| Jul 26, 2023 | Permianville Holdings Llc | 10% Owner | Sell (S) | 18K | $54K |
| Jul 25, 2023 | Permianville Holdings Llc | 10% Owner | Sell (S) | 27K | $80K |
| Jul 24, 2023 | Permianville Holdings Llc | 10% Owner | Sell (S) | 22K | $66K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 6 | 5 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for PVL
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PVL/capital-change-brief"
Use Arkolith's capital_change_brief for PVL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PVL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.