MAA
MTR

Mraz Amerine & Associates’s Mesa Royalty Trust MTR Stock Holding History

Mraz Amerine & Associates’s Portfolio MTR Stock Details MTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,046
Closed -$60.4K – 195
2025
Q1 		$60.4K Hold
10,046
– – 0.01% 164
2024
Q4 		$57.9K Hold
10,046
– – 0.01% 161
2024
Q3 		$56.9K Sell
10,046
-400
-4% -$2.87K 0.01% 166
2024
Q2 		$88.8K Sell
10,446
-80
-0.8% -$752 0.02% 161
2024
Q1 		$111K Sell
10,526
-1,160
-10% -$12.3K 0.02% 170
2023
Q4 		$153K Hold
11,686
– – 0.03% 166
2023
Q3 		$178K Sell
11,686
-30
-0.3% -$592 0.04% 160
2023
Q2 		$287K Sell
11,716
-15
-0.1% -$324 0.07% 134
2023
Q1 		$188K Hold
11,731
– – 0.05% 162
2022
Q4 		$256K Hold
11,731
– – 0.06% 144
2022
Q3 		$147K Hold
11,731
– – 0.04% 153
2022
Q2 		$128K Buy
11,731
+15
+0.1% +$215 0.03% 156
2022
Q1 		$100K Buy
11,716
+345
+3% +$2.71K 0.02% 164
2021
Q4 		$68K Hold
11,371
– – 0.02% 168
2021
Q3 		$65K Hold
11,371
– – 0.02% 167
2021
Q2 		$72K Hold
11,371
– – 0.02% 170
2021
Q1 		$52K Buy
11,371
+1,000
+10% +$4.76K 0.02% 166
2020
Q4 		$42K Buy
+10,371
New +$42K 0.01% 154
2014
Q4 		– Sell
-6,971
Closed -$243K – 153
2014
Q3 		$243K Sell
6,971
-11,258
-62% -$335K 0.09% 117
2014
Q2 		$621K Hold
18,229
– – 0.24% 66
2014
Q1 		$471K Buy
18,229
+136
+0.8% +$3.15K 0.2% 78
2013
Q4 		$384K Buy
+18,093
New +$389K 0.17% 83

Other funds holding MTR

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mraz Amerine & Associates's MTR Position: Q2 2025 in Review

Mraz Amerine & Associates sold out of Mesa Royalty Trust (MTR) in Q2 2025, closing a stake of 10,046 shares — an estimated $60.4K sold.

Mraz Amerine & Associates first reported a position in MTR in Q4 2013 and held it in 22 quarters. The position peaked at $621K in Q2 2014. 13 funds tracked by Wall St. Rank hold MTR as of Q2 2025.

  • Mraz Amerine & Associates reported no remaining Mesa Royalty Trust position as of Q2 2025 after selling out during the quarter.
  • Mraz Amerine & Associates sold 10,046 Mesa Royalty Trust shares in Q2 2025, an estimated $60.4K.
  • Mraz Amerine & Associates first reported a position in Mesa Royalty Trust in Q4 2013 and held it in 22 quarters.
  • Mraz Amerine & Associates's Mesa Royalty Trust position peaked at $621K in Q2 2014.
  • 13 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q2 2025.

Based on Mraz Amerine & Associates's 13F filing for Q2 2025, filed 23 Jul 2025.