Citadel Advisors
MTR

Citadel Advisors’s Mesa Royalty Trust MTR Stock Holding History

Citadel Advisors’s Portfolio MTR Stock Details MTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.8K Buy
14,789
+2,614
+21% +$10.8K ﹤0.01% 13157
2026
Q1 		$59.5K Buy
+12,175
New +$59.1K ﹤0.01% 12337
2024
Q1 		– Sell
-17,460
Closed -$230K – 15160
2023
Q4 		$230K Buy
17,460
+2,776
+19% +$40.5K ﹤0.01% 9671
2023
Q3 		$223K Sell
14,684
-6,164
-30% -$122K ﹤0.01% 9694
2023
Q2 		$513K Buy
+20,848
New +$450K ﹤0.01% 7885

Other funds holding MTR

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

Citadel Advisors's MTR Position: Q2 2026 in Review

Citadel Advisors increased its Mesa Royalty Trust (MTR) stake by 21% in Q2 2026, buying an estimated $10.8K and bringing the position to 14,789 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #13157.

Citadel Advisors first reported a position in MTR in Q2 2023 and has held it in 5 quarters since. The position peaked at $513K in Q2 2023. 13 funds tracked by Wall St. Rank hold MTR as of Q2 2026.

  • Citadel Advisors held 14,789 shares of Mesa Royalty Trust worth $45.8K as of Q2 2026.
  • Citadel Advisors bought 2,614 Mesa Royalty Trust shares in Q2 2026, an estimated $10.8K.
  • Mesa Royalty Trust made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #13157 holding.
  • Citadel Advisors first reported a position in Mesa Royalty Trust in Q2 2023 and has held it in 5 quarters since.
  • Citadel Advisors's Mesa Royalty Trust position peaked at $513K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.