Private Wealth Management Group’s Sitio Royalties STR Stock Holding History

Private Wealth Management Group’s Portfolio STR Stock Details STR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-22	Closed	-$405	–	1537
2025 Q2	$405	Sell	22 -105	-83%	-$1.88K	﹤0.01%	1433
2025 Q1	$2.52K	Buy	127 +105	+477%	+$2.13K	﹤0.01%	980
2024 Q4	$422	Sell	22 -66	-75%	-$1.47K	﹤0.01%	1461
2024 Q3	$1.83K	Buy	88 +66	+300%	+$1.5K	﹤0.01%	1099
2024 Q2	$520	Hold	22	–	–	﹤0.01%	1444
2024 Q1	$544	Hold	22	–	–	﹤0.01%	1430
2023 Q4	$518	Buy	+22	New	+$511	﹤0.01%	1453

Other funds holding STR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Private Wealth Management Group's STR Position: Q3 2025 in Review

Private Wealth Management Group sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 22 shares — an estimated $405 sold.

Private Wealth Management Group first reported a position in STR in Q4 2023 and held it in 7 quarters. The position peaked at $2.52K in Q1 2025. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

Private Wealth Management Group reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
Private Wealth Management Group sold 22 Sitio Royalties shares in Q3 2025, an estimated $405.
Private Wealth Management Group first reported a position in Sitio Royalties in Q4 2023 and held it in 7 quarters.
Private Wealth Management Group's Sitio Royalties position peaked at $2.52K in Q1 2025.
2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on Private Wealth Management Group's 13F filing for Q3 2025, filed 17 Oct 2025.