Prevail Innovative Wealth Advisors’s Kimbell Royalty Partners KRP Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio KRP Stock Details KRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-155,448	Closed	-$2.18M	–	208
2025 Q1	$2.18M	Buy	155,448 +82,968	+114%	+$1.25M	0.58%	57
2024 Q4	$1.18M	Buy	72,480 +12,917	+22%	+$207K	0.34%	93
2024 Q3	$958K	Buy	+59,563	New	+$959K	0.29%	102
2023 Q3	–	Sell	-73,538	Closed	-$1.08M	–	139
2023 Q2	$1.08M	Buy	+73,538	New	+$1.14M	0.59%	53

Other funds holding KRP

EECFV

EnCap Energy Capital Fund VIII Houston, Texas $84.9M AUM 18.68% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return

Prevail Innovative Wealth Advisors's KRP Position: Q2 2025 in Review

Prevail Innovative Wealth Advisors sold out of Kimbell Royalty Partners (KRP) in Q2 2025, closing a stake of 155,448 shares — an estimated $2.18M sold.

Prevail Innovative Wealth Advisors first reported a position in KRP in Q2 2023 and held it in 4 quarters. The position peaked at $2.18M in Q1 2025. 186 funds tracked by Wall St. Rank hold KRP as of Q2 2025.

Prevail Innovative Wealth Advisors reported no remaining Kimbell Royalty Partners position as of Q2 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 155,448 Kimbell Royalty Partners shares in Q2 2025, an estimated $2.18M.
Prevail Innovative Wealth Advisors first reported a position in Kimbell Royalty Partners in Q2 2023 and held it in 4 quarters.
Prevail Innovative Wealth Advisors's Kimbell Royalty Partners position peaked at $2.18M in Q1 2025.
186 funds tracked by Wall St. Rank held Kimbell Royalty Partners as of Q2 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.