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 Q2	$129K	Sell	40,106 -2,000	-5%	-$8.05K	0.14%	64
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 $8.82B AUM 23.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

LSC

Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

MTC

McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atlas Wealth Partners's SJT Position: Q2 2026 in Review

Atlas Wealth Partners reduced its San Juan Basin Royalty Trust (SJT) stake by 4.7% in Q2 2026, selling an estimated $8.05K and leaving 40,106 shares worth $129K. The position accounts for 0.14% of the portfolio, ranked #64.

Atlas Wealth Partners first reported a position in SJT in Q3 2024 and has held it in 8 quarters since. The position peaked at $228K in Q4 2025. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

Atlas Wealth Partners held 40,106 shares of San Juan Basin Royalty Trust worth $129K as of Q2 2026.
Atlas Wealth Partners sold 2,000 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $8.05K.
San Juan Basin Royalty Trust made up 0.14% of Atlas Wealth Partners's portfolio in Q2 2026, its #64 holding.
Atlas Wealth Partners first reported a position in San Juan Basin Royalty Trust in Q3 2024 and has held it in 8 quarters since.
Atlas Wealth Partners's San Juan Basin Royalty Trust position peaked at $228K in Q4 2025.
82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.