Creekmur Asset Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Creekmur Asset 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	$1.45K	Hold	240	–	–	﹤0.01%	642
2025 Q2	$1.44K	Sell	240 -2	-0.8%	-$12	﹤0.01%	654
2025 Q1	$1.34K	Sell	242 -5	-2%	-$24	﹤0.01%	617
2024 Q4	$946	Sell	247 -2	-0.8%	-$8	﹤0.01%	678
2024 Q3	$921	Sell	249 -254	-50%	-$950	﹤0.01%	743
2024 Q2	$2.04K	Sell	503 -4,964	-91%	-$21.8K	﹤0.01%	707
2024 Q1	$28.9K	Sell	5,467 -7,930	-59%	-$41.3K	0.01%	332
2023 Q4	$68.1K	Buy	+13,397	New	+$89.5K	0.02%	260

Other funds holding SJT

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creekmur Asset Management's SJT Position: Q3 2025 in Review

Creekmur Asset Management held its San Juan Basin Royalty Trust (SJT) position steady in Q3 2025 at 240 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Creekmur Asset Management first reported a position in SJT in Q4 2023 and has held it in 8 quarters since. The position peaked at $68.1K in Q4 2023. 88 funds tracked by Wall St. Rank hold SJT as of Q3 2025.

Creekmur Asset Management held 240 shares of San Juan Basin Royalty Trust worth $1.45K as of Q3 2025.
Creekmur Asset Management left its San Juan Basin Royalty Trust share count unchanged in Q3 2025.
San Juan Basin Royalty Trust made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #642 holding.
Creekmur Asset Management first reported a position in San Juan Basin Royalty Trust in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's San Juan Basin Royalty Trust position peaked at $68.1K in Q4 2023.
88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.