Oxbow Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

Oxbow Advisors’s Portfolio SJT Stock Details SJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11,172	Closed	-$42.8K	–	222
2024 Q4	$42.8K	Buy	+11,172	New	+$44.7K	0.01%	212
2014 Q4	–	Sell	-422,952	Closed	-$8.04M	–	219
2014 Q3	$8.04M	Buy	422,952 +39,641	+10%	+$738K	1.14%	26
2014 Q2	$7.39M	Buy	383,311 +470	+0.1%	+$8.83K	0.98%	35
2014 Q1	$6.76M	Sell	382,841 -908	-0.2%	-$15.8K	1%	37
2013 Q4	$6.42M	Sell	383,749 -933	-0.2%	-$15.3K	0.91%	38
2013 Q3	$6.15M	Buy	384,682 +1,172	+0.3%	+$19.3K	0.98%	30
2013 Q2	$6.16M	Buy	+383,510	New	+$5.92M	1.08%	19

Other funds holding SJT

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

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

MPM

Mountaineer Partners Management New York $201M AUM 106.11% 1-Year Est. Return

PCM

Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

PWA

Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

LSC

Lesa Sroufe & Co Seattle, Washington $147M AUM 72.74% 1-Year Est. Return

MTC

McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

Oxbow Advisors's SJT Position: Q1 2025 in Review

Oxbow Advisors sold out of San Juan Basin Royalty Trust (SJT) in Q1 2025, closing a stake of 11,172 shares — an estimated $42.8K sold.

Oxbow Advisors first reported a position in SJT in Q2 2013 and held it in 7 quarters. The position peaked at $8.04M in Q3 2014. 86 funds tracked by Wall St. Rank hold SJT as of Q1 2025.

Oxbow Advisors reported no remaining San Juan Basin Royalty Trust position as of Q1 2025 after selling out during the quarter.
Oxbow Advisors sold 11,172 San Juan Basin Royalty Trust shares in Q1 2025, an estimated $42.8K.
Oxbow Advisors first reported a position in San Juan Basin Royalty Trust in Q2 2013 and held it in 7 quarters.
Oxbow Advisors's San Juan Basin Royalty Trust position peaked at $8.04M in Q3 2014.
86 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2025.

Based on Oxbow Advisors's 13F filing for Q1 2025, filed 1 May 2025.