AWM
STR

Apollon Wealth Management’s Sitio Royalties STR Stock Holding History

Apollon Wealth Management’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,531
Closed -$285K – 1369
2025
Q2 		$285K Buy
15,531
+492
+3% +$8.83K 0.01% 1025
2025
Q1 		$299K Buy
15,039
+414
+3% +$8.38K 0.01% 956
2024
Q4 		$281K Buy
14,625
+267
+2% +$5.96K 0.01% 973
2024
Q3 		$299K Sell
14,358
-154
-1% -$3.49K 0.01% 909
2024
Q2 		$343K Buy
14,512
+365
+3% +$8.58K 0.01% 807
2024
Q1 		$350K Buy
14,147
+366
+3% +$8.24K 0.01% 814
2023
Q4 		$324K Buy
13,781
+4,627
+51% +$107K 0.01% 815
2023
Q3 		$222K Buy
9,154
+910
+11% +$23.4K 0.01% 797
2023
Q2 		$217K Buy
+8,244
New +$211K 0.01% 844
2023
Q1 		– Sell
-8,943
Closed -$258K – 913
2022
Q4 		$258K Buy
+8,943
New +$259K 0.02% 703

Other funds holding STR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Apollon Wealth Management's STR Position: Q3 2025 in Review

Apollon Wealth Management sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 15,531 shares — an estimated $285K sold.

Apollon Wealth Management first reported a position in STR in Q4 2022 and held it in 10 quarters. The position peaked at $350K in Q1 2024. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

  • Apollon Wealth Management reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 15,531 Sitio Royalties shares in Q3 2025, an estimated $285K.
  • Apollon Wealth Management first reported a position in Sitio Royalties in Q4 2022 and held it in 10 quarters.
  • Apollon Wealth Management's Sitio Royalties position peaked at $350K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on Apollon Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.