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Venturi Wealth Management’s Kimbell Royalty Partners KRP Stock Holding History

Venturi Wealth Management’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
-44,100
Closed -$617K – 582
2025
Q1 		$617K Buy
44,100
+12,500
+40% +$189K 0.03% 291
2024
Q4 		$513K Buy
31,600
+2,100
+7% +$33.7K 0.03% 328
2024
Q3 		$475K Buy
29,500
+600
+2% +$9.66K 0.02% 303
2024
Q2 		$473K Buy
28,900
+3,100
+12% +$50.4K 0.03% 288
2024
Q1 		$400K Buy
25,800
+24,800
+2,480% +$377K 0.03% 285
2023
Q4 		$15.1K Buy
+1,000
New +$15.7K ﹤0.01% 776

Other funds holding KRP

EECFV
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wells Fargo
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

Venturi Wealth Management's KRP Position: Q2 2025 in Review

Venturi Wealth Management sold out of Kimbell Royalty Partners (KRP) in Q2 2025, closing a stake of 44,100 shares — an estimated $617K sold.

Venturi Wealth Management first reported a position in KRP in Q4 2023 and held it in 6 quarters. The position peaked at $617K in Q1 2025. 186 funds tracked by Wall St. Rank hold KRP as of Q2 2025.

  • Venturi Wealth Management reported no remaining Kimbell Royalty Partners position as of Q2 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 44,100 Kimbell Royalty Partners shares in Q2 2025, an estimated $617K.
  • Venturi Wealth Management first reported a position in Kimbell Royalty Partners in Q4 2023 and held it in 6 quarters.
  • Venturi Wealth Management's Kimbell Royalty Partners position peaked at $617K in Q1 2025.
  • 186 funds tracked by Wall St. Rank held Kimbell Royalty Partners as of Q2 2025.

Based on Venturi Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.