Boyce & Associates Wealth Consulting’s Sitio Royalties STR Stock Holding History

Boyce & Associates Wealth Consulting’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	-13,115	Closed	-$241K	–	79
2025 Q2	$241K	Hold	13,115	–	–	0.22%	64
2025 Q1	$261K	Hold	13,115	–	–	0.26%	58
2024 Q4	$252K	Hold	13,115	–	–	0.25%	59
2024 Q3	$273K	Hold	13,115	–	–	0.28%	57
2024 Q2	$310K	Hold	13,115	–	–	0.36%	48
2024 Q1	$324K	Hold	13,115	–	–	0.42%	44
2023 Q4	$308K	Hold	13,115	–	–	0.45%	41
2023 Q3	$318K	Hold	13,115	–	–	0.53%	33
2023 Q2	$345K	Hold	13,115	–	–	0.58%	32
2023 Q1	$318K	Hold	13,115	–	–	0.57%	34
2022 Q4	$378K	Buy	+13,115	New	+$380K	0.72%	28

Other funds holding STR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Boyce & Associates Wealth Consulting's STR Position: Q3 2025 in Review

Boyce & Associates Wealth Consulting sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 13,115 shares — an estimated $241K sold.

Boyce & Associates Wealth Consulting first reported a position in STR in Q4 2022 and held it in 11 quarters. The position peaked at $378K in Q4 2022. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

Boyce & Associates Wealth Consulting reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
Boyce & Associates Wealth Consulting sold 13,115 Sitio Royalties shares in Q3 2025, an estimated $241K.
Boyce & Associates Wealth Consulting first reported a position in Sitio Royalties in Q4 2022 and held it in 11 quarters.
Boyce & Associates Wealth Consulting's Sitio Royalties position peaked at $378K in Q4 2022.
2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2025, filed 22 Oct 2025.