FWM
SJT

Fonville Wealth Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Fonville Wealth 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
Q2 		– Sell
-18,475
Closed -$102K – 127
2025
Q1 		$102K Buy
+18,475
New +$87.1K 0.03% 119

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
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fonville Wealth Management's SJT Position: Q2 2025 in Review

Fonville Wealth Management sold out of San Juan Basin Royalty Trust (SJT) in Q2 2025, closing a stake of 18,475 shares — an estimated $102K sold.

Fonville Wealth Management first reported a position in SJT in Q1 2025 and held it in 1 quarter. The position peaked at $102K in Q1 2025. 86 funds tracked by Wall St. Rank hold SJT as of Q2 2025.

  • Fonville Wealth Management reported no remaining San Juan Basin Royalty Trust position as of Q2 2025 after selling out during the quarter.
  • Fonville Wealth Management sold 18,475 San Juan Basin Royalty Trust shares in Q2 2025, an estimated $102K.
  • Fonville Wealth Management first reported a position in San Juan Basin Royalty Trust in Q1 2025 and held it in 1 quarter.
  • Fonville Wealth Management's San Juan Basin Royalty Trust position peaked at $102K in Q1 2025.
  • 86 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2025.

Based on Fonville Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.