PJWM
SBR

Philip James Wealth Mangement’s Sabine Royalty Trust SBR Stock Holding History

Philip James Wealth Mangement’s Portfolio SBR Stock Details SBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,302
Closed -$327K – 175
2024
Q3 		$327K Buy
+5,302
New +$333K 0.04% 117

Other funds holding SBR

Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Philip James Wealth Mangement's SBR Position: Q4 2024 in Review

Philip James Wealth Mangement sold out of Sabine Royalty Trust (SBR) in Q4 2024, closing a stake of 5,302 shares — an estimated $327K sold.

Philip James Wealth Mangement first reported a position in SBR in Q3 2024 and held it in 1 quarter. The position peaked at $327K in Q3 2024. 128 funds tracked by Wall St. Rank hold SBR as of Q4 2024.

  • Philip James Wealth Mangement reported no remaining Sabine Royalty Trust position as of Q4 2024 after selling out during the quarter.
  • Philip James Wealth Mangement sold 5,302 Sabine Royalty Trust shares in Q4 2024, an estimated $327K.
  • Philip James Wealth Mangement first reported a position in Sabine Royalty Trust in Q3 2024 and held it in 1 quarter.
  • Philip James Wealth Mangement's Sabine Royalty Trust position peaked at $327K in Q3 2024.
  • 128 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q4 2024.

Based on Philip James Wealth Mangement's 13F filing for Q4 2024, filed 31 Jan 2025.