SVB Wealth’s Kimbell Royalty Partners KRP Stock Holding History

SVB Wealth’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	-1,749	Closed	-$24.5K	–	1107
2025 Q1	$24.5K	Buy	+1,749	New	+$26.4K	﹤0.01%	715
2023 Q4	–	Sell	-10,496	Closed	-$168K	–	916
2023 Q3	$168K	Sell	10,496 -1,117	-10%	-$16.9K	﹤0.01%	765
2023 Q2	$171K	Sell	11,613 -1,418	-11%	-$21.9K	﹤0.01%	839
2023 Q1	$198K	Sell	13,031 -468	-3%	-$7.33K	﹤0.01%	890
2022 Q4	$225K	Buy	+13,499	New	+$237K	﹤0.01%	871
2021 Q4	–	Sell	-32,353	Closed	-$457K	–	892
2021 Q3	$457K	Buy	32,353 +2,861	+10%	+$34.1K	0.01%	629
2021 Q2	$379K	Buy	29,492 +5,083	+21%	+$60.6K	﹤0.01%	664
2021 Q1	$247K	Buy	+24,409	New	+$236K	﹤0.01%	770

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 40.89% 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

SVB Wealth's KRP Position: Q2 2025 in Review

SVB Wealth sold out of Kimbell Royalty Partners (KRP) in Q2 2025, closing a stake of 1,749 shares — an estimated $24.5K sold.

SVB Wealth first reported a position in KRP in Q1 2021 and held it in 8 quarters. The position peaked at $457K in Q3 2021. 186 funds tracked by Wall St. Rank hold KRP as of Q2 2025.

SVB Wealth reported no remaining Kimbell Royalty Partners position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 1,749 Kimbell Royalty Partners shares in Q2 2025, an estimated $24.5K.
SVB Wealth first reported a position in Kimbell Royalty Partners in Q1 2021 and held it in 8 quarters.
SVB Wealth's Kimbell Royalty Partners position peaked at $457K in Q3 2021.
186 funds tracked by Wall St. Rank held Kimbell Royalty Partners as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.