Bell Investment Advisors’s Sitio Royalties STR Stock Holding History

Bell Investment Advisors’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 Q2	–	Sell	-25	Closed	-$497	–	1968
2025 Q1	$497	Hold	25	–	–	﹤0.01%	1753
2024 Q4	$480	Sell	25 -108	-81%	-$2.41K	﹤0.01%	1781
2024 Q3	$2.77K	Hold	133	–	–	﹤0.01%	1219
2024 Q2	$3.14K	Buy	133 +38	+40%	+$894	﹤0.01%	1153
2024 Q1	$2.35K	Sell	95 -93	-49%	-$2.09K	﹤0.01%	1288
2023 Q4	$4.42K	Buy	188 +144	+327%	+$3.34K	﹤0.01%	944
2023 Q3	$1.07K	Sell	44 -43	-49%	-$1.11K	﹤0.01%	1552
2023 Q2	$2.29K	Sell	87 -43	-33%	-$1.1K	﹤0.01%	1230
2023 Q1	$2.94K	Buy	130 +67	+106%	+$1.66K	﹤0.01%	1051
2022 Q4	$1.82K	Buy	+63	New	+$1.82K	﹤0.01%	1340

Other funds holding STR

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bell Investment Advisors's STR Position: Q2 2025 in Review

Bell Investment Advisors sold out of Sitio Royalties (STR) in Q2 2025, closing a stake of 25 shares — an estimated $497 sold.

Bell Investment Advisors first reported a position in STR in Q4 2022 and held it in 10 quarters. The position peaked at $4.42K in Q4 2023. 234 funds tracked by Wall St. Rank hold STR as of Q2 2025.

Bell Investment Advisors reported no remaining Sitio Royalties position as of Q2 2025 after selling out during the quarter.
Bell Investment Advisors sold 25 Sitio Royalties shares in Q2 2025, an estimated $497.
Bell Investment Advisors first reported a position in Sitio Royalties in Q4 2022 and held it in 10 quarters.
Bell Investment Advisors's Sitio Royalties position peaked at $4.42K in Q4 2023.
234 funds tracked by Wall St. Rank held Sitio Royalties as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.