Parallel Advisors
SJT icon

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

Parallel 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
-38
Closed -$146 – 3647
2024
Q4 		$146 Sell
38
-634
-94% -$2.54K ﹤0.01% 3413
2024
Q3 		$2.49K Hold
672
– – ﹤0.01% 2831
2024
Q2 		$2.73K Hold
672
– – ﹤0.01% 2714
2024
Q1 		$3.56K Sell
672
-762
-53% -$3.97K ﹤0.01% 2634
2023
Q4 		$7.28K Hold
1,434
– – ﹤0.01% 2407
2023
Q3 		$9.92K Sell
1,434
-112
-7% -$806 ﹤0.01% 2203
2023
Q2 		$11.5K Sell
1,546
-344
-18% -$2.92K ﹤0.01% 2110
2023
Q1 		$19.9K Sell
1,890
-473
-20% -$4.91K ﹤0.01% 1838
2022
Q4 		$27K Buy
2,363
+1,770
+298% +$19.4K ﹤0.01% 1575
2022
Q3 		$6K Buy
593
+12
+2% +$141 ﹤0.01% 2231
2022
Q2 		$5K Hold
581
– – ﹤0.01% 2289
2022
Q1 		$5K Buy
+581
New +$4.07K ﹤0.01% 2319

Other funds holding SJT

CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $137M AUM 91.53% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $201M AUM 34.47% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return

Parallel Advisors's SJT Position: Q1 2025 in Review

Parallel Advisors sold out of San Juan Basin Royalty Trust (SJT) in Q1 2025, closing a stake of 38 shares — an estimated $146 sold.

Parallel Advisors first reported a position in SJT in Q1 2022 and held it in 12 quarters. The position peaked at $27K in Q4 2022. 86 funds tracked by Wall St. Rank hold SJT as of Q1 2025.

  • Parallel Advisors reported no remaining San Juan Basin Royalty Trust position as of Q1 2025 after selling out during the quarter.
  • Parallel Advisors sold 38 San Juan Basin Royalty Trust shares in Q1 2025, an estimated $146.
  • Parallel Advisors first reported a position in San Juan Basin Royalty Trust in Q1 2022 and held it in 12 quarters.
  • Parallel Advisors's San Juan Basin Royalty Trust position peaked at $27K in Q4 2022.
  • 86 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2025.

Based on Parallel Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.