BMO
SJT

Beck Mack & Oliver’s San Juan Basin Royalty Trust SJT Stock Holding History

Beck Mack & Oliver’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 		$74.9K Hold
15,580
– – ﹤0.01% 190
2025
Q4 		$87.6K Sell
15,580
-900
-5% -$5.21K ﹤0.01% 189
2025
Q3 		$99.5K Hold
16,480
– – ﹤0.01% 181
2025
Q2 		$98.5K Hold
16,480
– – ﹤0.01% 180
2025
Q1 		$91.1K Sell
16,480
-3,000
-15% -$14.1K ﹤0.01% 180
2024
Q4 		$74.6K Hold
19,480
– – ﹤0.01% 182
2024
Q3 		$72.1K Sell
19,480
-1,600
-8% -$5.98K ﹤0.01% 171
2024
Q2 		$85.6K Sell
21,080
-1,900
-8% -$8.35K ﹤0.01% 170
2024
Q1 		$122K Hold
22,980
– – ﹤0.01% 171
2023
Q4 		$117K Sell
22,980
-800
-3% -$5.35K ﹤0.01% 176
2023
Q3 		$165K Hold
23,780
– – ﹤0.01% 160
2023
Q2 		$177K Sell
23,780
-15,400
-39% -$131K ﹤0.01% 165
2023
Q1 		$412K Sell
39,180
-400
-1% -$4.15K 0.01% 136
2022
Q4 		$452K Hold
39,580
– – 0.01% 136
2022
Q3 		$372K Sell
39,580
-200
-0.5% -$2.35K 0.01% 138
2022
Q2 		$345K Hold
39,780
– – 0.01% 146
2022
Q1 		$349K Hold
39,780
– – 0.01% 154
2021
Q4 		$242K Sell
39,780
-2,200
-5% -$13.8K 0.01% 180
2021
Q3 		$212K Sell
41,980
-3,700
-8% -$17.9K 0.01% 202
2021
Q2 		$235K Hold
45,680
– – 0.01% 182
2021
Q1 		$181K Sell
45,680
-1,000
-2% -$3.77K 0.01% 180
2020
Q4 		$125K Sell
46,680
-2,600
-5% -$8.06K ﹤0.01% 192
2020
Q3 		$124K Sell
49,280
-16,500
-25% -$42.2K ﹤0.01% 184
2020
Q2 		$150K Sell
65,780
-10,100
-13% -$25.4K 0.01% 183
2020
Q1 		$159K Sell
75,880
-56,850
-43% -$134K 0.01% 176
2019
Q4 		$337K Sell
132,730
-100,680
-43% -$254K 0.01% 165
2019
Q3 		$705K Sell
233,410
-21,390
-8% -$61.6K 0.02% 126
2019
Q2 		$976K Sell
254,800
-192,921
-43% -$854K 0.03% 115
2019
Q1 		$2.4M Sell
447,721
-48,600
-10% -$243K 0.09% 80
2018
Q4 		$2.38M Sell
496,321
-615,583
-55% -$3.25M 0.1% 78
2018
Q3 		$5.51M Sell
1,111,904
-207,616
-16% -$1.19M 0.18% 64
2018
Q2 		$7.64M Sell
1,319,520
-189,770
-13% -$1.27M 0.26% 59
2018
Q1 		$11.9M Sell
1,509,290
-32,000
-2% -$285K 0.4% 53
2017
Q4 		$12.7M Sell
1,541,290
-374,176
-20% -$2.95M 0.42% 50
2017
Q3 		$15M Sell
1,915,466
-38,860
-2% -$272K 0.49% 51
2017
Q2 		$13.3M Sell
1,954,326
-61,649
-3% -$446K 0.45% 52
2017
Q1 		$14.6M Sell
2,015,975
-67,658
-3% -$472K 0.51% 51
2016
Q4 		$13.8M Sell
2,083,633
-347,388
-14% -$2.19M 0.5% 53
2016
Q3 		$14.3M Sell
2,431,021
-45,299
-2% -$284K 0.52% 52
2016
Q2 		$18M Sell
2,476,320
-68,428
-3% -$442K 0.64% 45
2016
Q1 		$13.1M Sell
2,544,748
-40,587
-2% -$197K 0.46% 52
2015
Q4 		$10.7M Sell
2,585,335
-1,398,968
-35% -$9.28M 0.36% 57
2015
Q3 		$37.7M Buy
3,984,303
+800,495
+25% +$8.31M 1.14% 34
2015
Q2 		$34.2M Buy
3,183,808
+252,730
+9% +$2.8M 0.89% 41
2015
Q1 		$35.1M Sell
2,931,078
-56,326
-2% -$780K 0.88% 40
2014
Q4 		$42.6M Buy
2,987,404
+131,566
+5% +$2.23M 1.03% 34
2014
Q3 		$54.3M Buy
2,855,838
+122,478
+4% +$2.28M 1.28% 31
2014
Q2 		$52.7M Sell
2,733,360
-39,444
-1% -$741K 1.18% 35
2014
Q1 		$48.9M Buy
2,772,804
+583,810
+27% +$10.1M 1.14% 35
2013
Q4 		$36.6M Buy
2,188,994
+352,715
+19% +$5.8M 0.9% 37
2013
Q3 		$29.3M Buy
1,836,279
+687,451
+60% +$11.3M 0.77% 37
2013
Q2 		$18.4M Buy
+1,148,828
New +$17.7M 0.5% 46

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
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
CC
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
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LPL Financial
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

Beck Mack & Oliver's SJT Position: Q1 2026 in Review

Beck Mack & Oliver held its San Juan Basin Royalty Trust (SJT) position steady in Q1 2026 at 15,580 shares worth $74.9K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Beck Mack & Oliver first reported a position in SJT in Q2 2013 and has held it in 52 quarters since. The position peaked at $54.3M in Q3 2014. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Beck Mack & Oliver held 15,580 shares of San Juan Basin Royalty Trust worth $74.9K as of Q1 2026.
  • Beck Mack & Oliver left its San Juan Basin Royalty Trust share count unchanged in Q1 2026.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Beck Mack & Oliver's portfolio in Q1 2026, its #190 holding.
  • Beck Mack & Oliver first reported a position in San Juan Basin Royalty Trust in Q2 2013 and has held it in 52 quarters since.
  • Beck Mack & Oliver's San Juan Basin Royalty Trust position peaked at $54.3M in Q3 2014.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Beck Mack & Oliver's 13F filing for Q1 2026, filed 12 May 2026.