SA
CRT

SoftVest Advisors’s Cross Timbers Royalty Trust CRT Stock Holding History

SoftVest Advisors’s Portfolio CRT Stock Details CRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.36M Buy
924,960
+227,067
+33% +$2.36M 0.91% 8
2026
Q1 		$7.38M Buy
+697,893
New +$6.28M 0.85% 5

Other funds holding CRT

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SoftVest Advisors's CRT Position: Q2 2026 in Review

SoftVest Advisors increased its Cross Timbers Royalty Trust (CRT) stake by 33% in Q2 2026, buying an estimated $2.36M and bringing the position to 924,960 shares worth $8.36M. The position accounts for 0.91% of the portfolio, ranked #8.

SoftVest Advisors first reported a position in CRT in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold CRT as of Q2 2026.

  • SoftVest Advisors held 924,960 shares of Cross Timbers Royalty Trust worth $8.36M as of Q2 2026.
  • SoftVest Advisors bought 227,067 Cross Timbers Royalty Trust shares in Q2 2026, an estimated $2.36M.
  • Cross Timbers Royalty Trust made up 0.91% of SoftVest Advisors's portfolio in Q2 2026, its #8 holding.
  • SoftVest Advisors first reported a position in Cross Timbers Royalty Trust in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q2 2026.

Based on SoftVest Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.