CCM
SJT

Chilton Capital Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Chilton Capital Management’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
2025
Q3 		– Sell
-4,200
Closed -$25.1K – 604
2025
Q2 		$25.1K Hold
4,200
– – ﹤0.01% 401
2025
Q1 		$23.2K Hold
4,200
– – ﹤0.01% 395
2024
Q4 		$16.1K Sell
4,200
-4,200
-50% -$16.8K ﹤0.01% 422
2024
Q3 		$30.9K Hold
8,400
– – ﹤0.01% 394
2024
Q2 		$33.9K Hold
8,400
– – ﹤0.01% 398
2024
Q1 		$44.5K Hold
8,400
– – ﹤0.01% 360
2023
Q4 		$42.6K Hold
8,400
– – ﹤0.01% 363
2023
Q3 		$58K Hold
8,400
– – ﹤0.01% 313
2023
Q2 		$62.2K Hold
8,400
– – ﹤0.01% 314
2023
Q1 		$88.2K Buy
+8,400
New +$87.2K 0.01% 290
2022
Q3 		– Sell
-8,400
Closed -$73K – 560
2022
Q2 		$73K Buy
+8,400
New +$91.3K ﹤0.01% 295
2022
Q1 		– Sell
-8,400
Closed -$51K – 553
2021
Q4 		$51K Buy
+8,400
New +$52.7K ﹤0.01% 333
2013
Q4 		– Sell
-8,771
Closed -$140K – 397
2013
Q3 		$140K Hold
8,771
– – 0.02% 205
2013
Q2 		$141K Buy
+8,771
New +$135K 0.02% 211

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $201M AUM 106.11% 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
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Chilton Capital Management's SJT Position: Q3 2025 in Review

Chilton Capital Management sold out of San Juan Basin Royalty Trust (SJT) in Q3 2025, closing a stake of 4,200 shares — an estimated $25.1K sold.

Chilton Capital Management first reported a position in SJT in Q2 2013 and held it in 14 quarters. The position peaked at $141K in Q2 2013. 88 funds tracked by Wall St. Rank hold SJT as of Q3 2025.

  • Chilton Capital Management reported no remaining San Juan Basin Royalty Trust position as of Q3 2025 after selling out during the quarter.
  • Chilton Capital Management sold 4,200 San Juan Basin Royalty Trust shares in Q3 2025, an estimated $25.1K.
  • Chilton Capital Management first reported a position in San Juan Basin Royalty Trust in Q2 2013 and held it in 14 quarters.
  • Chilton Capital Management's San Juan Basin Royalty Trust position peaked at $141K in Q2 2013.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2025.

Based on Chilton Capital Management's 13F filing for Q3 2025, filed 31 Oct 2025.