OSAM
CRT

O'Shaughnessy Asset Management’s Cross Timbers Royalty Trust CRT Stock Holding History

O'Shaughnessy Asset Management’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
2026
Q1 		– Sell
-14,030
Closed -$112K – 2700
2025
Q4 		$112K Buy
14,030
+2,651
+23% +$21.1K ﹤0.01% 2105
2025
Q3 		$85.8K Sell
11,379
-15,270
-57% -$134K ﹤0.01% 2117
2025
Q2 		$264K Buy
+26,649
New +$272K ﹤0.01% 1695

Other funds holding CRT

SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

O'Shaughnessy Asset Management's CRT Position: Q1 2026 in Review

O'Shaughnessy Asset Management sold out of Cross Timbers Royalty Trust (CRT) in Q1 2026, closing a stake of 14,030 shares — an estimated $112K sold.

O'Shaughnessy Asset Management first reported a position in CRT in Q2 2025 and held it in 3 quarters. The position peaked at $264K in Q2 2025. 22 funds tracked by Wall St. Rank hold CRT as of Q1 2026.

  • O'Shaughnessy Asset Management reported no remaining Cross Timbers Royalty Trust position as of Q1 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 14,030 Cross Timbers Royalty Trust shares in Q1 2026, an estimated $112K.
  • O'Shaughnessy Asset Management first reported a position in Cross Timbers Royalty Trust in Q2 2025 and held it in 3 quarters.
  • O'Shaughnessy Asset Management's Cross Timbers Royalty Trust position peaked at $264K in Q2 2025.
  • 22 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.