Hexagon Capital Partners’s Cross Timbers Royalty Trust CRT Stock Holding History

Hexagon Capital Partners’s Portfolio CRT Stock Details CRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-500	Closed	-$6.53K	–	434
2025 Q1	$6.53K	Hold	500	–	–	﹤0.01%	1097
2024 Q4	$4.92K	Hold	500	–	–	﹤0.01%	1206
2024 Q3	$5.24K	Hold	500	–	–	﹤0.01%	1047
2024 Q2	$5.38K	Hold	500	–	–	﹤0.01%	997
2024 Q1	$6.51K	Hold	500	–	–	﹤0.01%	953
2023 Q4	$8.75K	Hold	500	–	–	﹤0.01%	856
2023 Q3	$9.72K	Hold	500	–	–	﹤0.01%	754
2023 Q2	$11K	Hold	500	–	–	﹤0.01%	720
2023 Q1	$9.29K	Hold	500	–	–	﹤0.01%	747
2022 Q4	$12.7K	Hold	500	–	–	﹤0.01%	663
2022 Q3	$10K	Hold	500	–	–	﹤0.01%	764
2022 Q2	$8K	Hold	500	–	–	﹤0.01%	694
2022 Q1	$7K	Hold	500	–	–	﹤0.01%	660
2021 Q4	$6K	Hold	500	–	–	﹤0.01%	652
2021 Q3	$7K	Hold	500	–	–	﹤0.01%	627
2021 Q2	$6K	Hold	500	–	–	﹤0.01%	614
2021 Q1	$4K	Hold	500	–	–	﹤0.01%	616
2020 Q4	$4K	Hold	500	–	–	﹤0.01%	569
2020 Q3	$3K	Buy	+500	New	+$3.14K	﹤0.01%	570

Other funds holding CRT

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Hexagon Capital Partners's CRT Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Cross Timbers Royalty Trust (CRT) in Q2 2025, closing a stake of 500 shares — an estimated $6.53K sold.

Hexagon Capital Partners first reported a position in CRT in Q3 2020 and held it in 19 quarters. The position peaked at $12.7K in Q4 2022. 21 funds tracked by Wall St. Rank hold CRT as of Q2 2025.

Hexagon Capital Partners reported no remaining Cross Timbers Royalty Trust position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 500 Cross Timbers Royalty Trust shares in Q2 2025, an estimated $6.53K.
Hexagon Capital Partners first reported a position in Cross Timbers Royalty Trust in Q3 2020 and held it in 19 quarters.
Hexagon Capital Partners's Cross Timbers Royalty Trust position peaked at $12.7K in Q4 2022.
21 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.