MWA
STR

Meridian Wealth Advisors’s Sitio Royalties STR Stock Holding History

Meridian Wealth Advisors’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
Q3 		– Sell
-17,011
Closed -$313K – 189
2025
Q2 		$313K Sell
17,011
-5,699
-25% -$102K 0.05% 148
2025
Q1 		$451K Sell
22,710
-1,699
-7% -$34.4K 0.08% 117
2024
Q4 		$468K Sell
24,409
-798
-3% -$17.8K 0.08% 122
2024
Q3 		$525K Sell
25,207
-25,364
-50% -$575K 0.09% 115
2024
Q2 		$1.19M Hold
50,571
– – 0.21% 71
2024
Q1 		$1.25M Hold
50,571
– – 0.23% 70
2023
Q4 		$1.19M Hold
50,571
– – 0.26% 70
2023
Q3 		$1.22M Sell
50,571
-1,472
-3% -$37.9K 0.31% 63
2023
Q2 		$1.37M Hold
52,043
– – 0.33% 64
2023
Q1 		$1.18M Sell
52,043
-8,320
-14% -$206K 0.29% 70
2022
Q4 		$1.74M Buy
+60,363
New +$1.75M 0.45% 55

Other funds holding STR

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Meridian Wealth Advisors's STR Position: Q3 2025 in Review

Meridian Wealth Advisors sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 17,011 shares — an estimated $313K sold.

Meridian Wealth Advisors first reported a position in STR in Q4 2022 and held it in 11 quarters. The position peaked at $1.74M in Q4 2022. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

  • Meridian Wealth Advisors reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
  • Meridian Wealth Advisors sold 17,011 Sitio Royalties shares in Q3 2025, an estimated $313K.
  • Meridian Wealth Advisors first reported a position in Sitio Royalties in Q4 2022 and held it in 11 quarters.
  • Meridian Wealth Advisors's Sitio Royalties position peaked at $1.74M in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on Meridian Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.