WG
MTR

Welch Group’s Mesa Royalty Trust MTR Stock Holding History

Welch Group’s Portfolio MTR Stock Details MTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70K Buy
22,570
+6,200
+38% +$25.7K ﹤0.01% 321
2026
Q1 		$79.6K Hold
16,370
– – ﹤0.01% 305
2025
Q4 		$68.6K Hold
16,370
– – ﹤0.01% 304
2025
Q3 		$85.9K Hold
16,370
– – ﹤0.01% 293
2025
Q2 		$88.4K Hold
16,370
– – ﹤0.01% 270
2025
Q1 		$98.4K Buy
+16,370
New +$105K ﹤0.01% 255

Other funds holding MTR

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

Welch Group's MTR Position: Q2 2026 in Review

Welch Group increased its Mesa Royalty Trust (MTR) stake by 38% in Q2 2026, buying an estimated $25.7K and bringing the position to 22,570 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Welch Group first reported a position in MTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $98.4K in Q1 2025. 13 funds tracked by Wall St. Rank hold MTR as of Q2 2026.

  • Welch Group held 22,570 shares of Mesa Royalty Trust worth $70K as of Q2 2026.
  • Welch Group bought 6,200 Mesa Royalty Trust shares in Q2 2026, an estimated $25.7K.
  • Mesa Royalty Trust made up ﹤0.01% of Welch Group's portfolio in Q2 2026, its #321 holding.
  • Welch Group first reported a position in Mesa Royalty Trust in Q1 2025 and has held it in 6 quarters since.
  • Welch Group's Mesa Royalty Trust position peaked at $98.4K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q2 2026.

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