Center for Financial Planning’s Kimbell Royalty Partners KRP Stock Holding History

Center for Financial Planning’s Portfolio KRP Stock Details KRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,508	Closed	-$57.4K	–	597
2024 Q2	$57.4K	Hold	3,508	–	–	0.01%	219
2024 Q1	$54.4K	Hold	3,508	–	–	0.01%	228
2023 Q4	$52.8K	Hold	3,508	–	–	0.01%	217
2023 Q3	$56.1K	Hold	3,508	–	–	0.01%	204
2023 Q2	$51.6K	Hold	3,508	–	–	0.01%	224
2023 Q1	$53.4K	Hold	3,508	–	–	0.01%	209
2022 Q4	$58.6K	Hold	3,508	–	–	0.01%	204
2022 Q3	$60K	Hold	3,508	–	–	0.02%	195
2022 Q2	$55K	Hold	3,508	–	–	0.01%	212
2022 Q1	$57K	Hold	3,508	–	–	0.01%	218
2021 Q4	$48K	Hold	3,508	–	–	0.01%	236
2021 Q3	$50K	Sell	3,508 -340	-9%	-$4.05K	0.01%	219
2021 Q2	$49K	Hold	3,848	–	–	0.01%	221
2021 Q1	$39K	Buy	+3,848	New	+$37.1K	0.01%	239

Other funds holding KRP

EnCap Energy Capital Fund VIII Houston, Texas $84.9M AUM 18.68% 1-Year Est. Return

Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return