Kingsview Wealth Management’s Sitio Royalties STR Stock Holding History

Kingsview Wealth Management’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 Q1	–	Sell	-22,297	Closed	-$428K	–	1181
2024 Q4	$428K	Sell	22,297 -82,446	-79%	-$1.84M	0.01%	793
2024 Q3	$2.18M	Buy	104,743 +66,475	+174%	+$1.51M	0.05%	356
2024 Q2	$904K	Buy	+38,268	New	+$900K	0.02%	539
2023 Q1	–	Sell	-10,277	Closed	-$296K	–	943
2022 Q4	$296K	Buy	10,277 +665	+7%	+$19.3K	0.01%	670
2022 Q3	$213K	Sell	9,612 -15,695	-62%	-$407K	0.01%	739
2022 Q2	$587K	Sell	25,307 -26,530	-51%	-$735K	0.03%	502
2022 Q1	$1.4M	Buy	+51,837	New	+$1.17M	0.06%	308
2021 Q4	–	Sell	-57,333	Closed	-$1.08M	–	1039
2021 Q3	$1.08M	Buy	+57,333	New	+$1.07M	0.05%	353

Other funds holding STR

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kingsview Wealth Management's STR Position: Q1 2025 in Review

Kingsview Wealth Management sold out of Sitio Royalties (STR) in Q1 2025, closing a stake of 22,297 shares — an estimated $428K sold.

Kingsview Wealth Management first reported a position in STR in Q3 2021 and held it in 8 quarters. The position peaked at $2.18M in Q3 2024. 233 funds tracked by Wall St. Rank hold STR as of Q1 2025.

Kingsview Wealth Management reported no remaining Sitio Royalties position as of Q1 2025 after selling out during the quarter.
Kingsview Wealth Management sold 22,297 Sitio Royalties shares in Q1 2025, an estimated $428K.
Kingsview Wealth Management first reported a position in Sitio Royalties in Q3 2021 and held it in 8 quarters.
Kingsview Wealth Management's Sitio Royalties position peaked at $2.18M in Q3 2024.
233 funds tracked by Wall St. Rank held Sitio Royalties as of Q1 2025.

Based on Kingsview Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.