Atlas Wealth Partners’s San Juan Basin Royalty Trust SJT Stock Holding History

Atlas Wealth Partners’s Portfolio SJT Stock Details SJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$202K	Buy	42,106 +1,450	+4%	+$7.95K	0.21%	65
2025 Q4	$228K	Buy	40,656 +5,506	+16%	+$31.9K	0.25%	57
2025 Q3	$212K	Buy	35,150 +1,500	+4%	+$8.82K	0.22%	57
2025 Q2	$201K	Buy	33,650 +9,350	+38%	+$56.8K	0.23%	51
2025 Q1	$134K	Buy	24,300 +4,250	+21%	+$20K	0.17%	52
2024 Q4	$77K	Buy	20,050 +2,825	+16%	+$11.3K	0.1%	52
2024 Q3	$63K	Buy	+17,225	New	+$64.4K	0.1%	48

Other funds holding SJT

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LSC

Lesa Sroufe & Co Seattle, Washington $147M AUM 72.74% 1-Year Est. Return

MTC

McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

Atlas Wealth Partners's SJT Position: Q1 2026 in Review

Atlas Wealth Partners increased its San Juan Basin Royalty Trust (SJT) stake by 3.6% in Q1 2026, buying an estimated $7.95K and bringing the position to 42,106 shares worth $202K. The position accounts for 0.21% of the portfolio, ranked #65.

Atlas Wealth Partners first reported a position in SJT in Q3 2024 and has held it in 7 quarters since. The position peaked at $228K in Q4 2025. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

Atlas Wealth Partners held 42,106 shares of San Juan Basin Royalty Trust worth $202K as of Q1 2026.
Atlas Wealth Partners bought 1,450 San Juan Basin Royalty Trust shares in Q1 2026, an estimated $7.95K.
San Juan Basin Royalty Trust made up 0.21% of Atlas Wealth Partners's portfolio in Q1 2026, its #65 holding.
Atlas Wealth Partners first reported a position in San Juan Basin Royalty Trust in Q3 2024 and has held it in 7 quarters since.
Atlas Wealth Partners's San Juan Basin Royalty Trust position peaked at $228K in Q4 2025.
88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Atlas Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.