PWAM
SJT

Private Wealth Asset Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Private Wealth Asset Management’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
Q4 		– Sell
-1,300
Closed -$7.85K – 1137
2025
Q3 		$7.85K Hold
1,300
– – ﹤0.01% 694
2025
Q2 		$7.77K Buy
+1,300
New +$7.89K ﹤0.01% 709

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $201M AUM 106.11% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Private Wealth Asset Management's SJT Position: Q4 2025 in Review

Private Wealth Asset Management sold out of San Juan Basin Royalty Trust (SJT) in Q4 2025, closing a stake of 1,300 shares — an estimated $7.85K sold.

Private Wealth Asset Management first reported a position in SJT in Q2 2025 and held it in 2 quarters. The position peaked at $7.85K in Q3 2025. 89 funds tracked by Wall St. Rank hold SJT as of Q4 2025.

  • Private Wealth Asset Management reported no remaining San Juan Basin Royalty Trust position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 1,300 San Juan Basin Royalty Trust shares in Q4 2025, an estimated $7.85K.
  • Private Wealth Asset Management first reported a position in San Juan Basin Royalty Trust in Q2 2025 and held it in 2 quarters.
  • Private Wealth Asset Management's San Juan Basin Royalty Trust position peaked at $7.85K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q4 2025.

Based on Private Wealth Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.