WG
CRT

Welch Group’s Cross Timbers Royalty Trust CRT Stock Holding History

Welch Group’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 		$151K Buy
16,652
+1,800
+12% +$18.7K 0.01% 314
2026
Q1 		$157K Buy
+14,852
New +$134K 0.01% 298

Other funds holding CRT

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Welch Group's CRT Position: Q2 2026 in Review

Welch Group increased its Cross Timbers Royalty Trust (CRT) stake by 12% in Q2 2026, buying an estimated $18.7K and bringing the position to 16,652 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #314.

Welch Group first reported a position in CRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $157K in Q1 2026. 5 funds tracked by Wall St. Rank hold CRT as of Q2 2026.

  • Welch Group held 16,652 shares of Cross Timbers Royalty Trust worth $151K as of Q2 2026.
  • Welch Group bought 1,800 Cross Timbers Royalty Trust shares in Q2 2026, an estimated $18.7K.
  • Cross Timbers Royalty Trust made up 0.01% of Welch Group's portfolio in Q2 2026, its #314 holding.
  • Welch Group first reported a position in Cross Timbers Royalty Trust in Q1 2026 and has held it in 2 quarters since.
  • Welch Group's Cross Timbers Royalty Trust position peaked at $157K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.