CWIG
STR

Chung Wu Investment Group’s Sitio Royalties STR Stock Holding History

Chung Wu Investment Group’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
-339
Closed -$6.23K – 283
2025
Q2 		$6.23K Buy
+339
New +$6.08K 0.01% 220

Other funds holding STR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Chung Wu Investment Group's STR Position: Q3 2025 in Review

Chung Wu Investment Group sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 339 shares — an estimated $6.23K sold.

Chung Wu Investment Group first reported a position in STR in Q2 2025 and held it in 1 quarter. The position peaked at $6.23K in Q2 2025. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

  • Chung Wu Investment Group reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
  • Chung Wu Investment Group sold 339 Sitio Royalties shares in Q3 2025, an estimated $6.23K.
  • Chung Wu Investment Group first reported a position in Sitio Royalties in Q2 2025 and held it in 1 quarter.
  • Chung Wu Investment Group's Sitio Royalties position peaked at $6.23K in Q2 2025.
  • 2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on Chung Wu Investment Group's 13F filing for Q3 2025, filed 4 Nov 2025.