Westfuller Advisors
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Westfuller Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

Westfuller Advisors’s Portfolio SJT Stock Details SJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-11,430
Closed -$36.7K – 851
2026
Q2 		$36.7K Hold
11,430
– – 0.01% 332
2026
Q1 		$55K Hold
11,430
– – 0.02% 269
2025
Q4 		$64.2K Hold
11,430
– – 0.03% 275
2025
Q3 		$69K Hold
11,430
– – 0.03% 256
2025
Q2 		$68.4K Hold
11,430
– – 0.04% 113
2025
Q1 		$63.2K Buy
+11,430
New +$53.9K 0.04% 96

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Moors & Cabot
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Mad River Investors
Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return
Lesa Sroufe & Co
Lesa Sroufe & Co Seattle, Washington $145M AUM 38.36% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
McDaniel Terry & Co
McDaniel Terry & Co Austin, Texas $1.34B AUM 20.85% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.32B AUM 29.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Westfuller Advisors's SJT Position: Q3 2026 in Review

Westfuller Advisors sold out of San Juan Basin Royalty Trust (SJT) in Q3 2026, closing a stake of 11,430 shares — an estimated $36.7K sold.

Westfuller Advisors first reported a position in SJT in Q1 2025 and held it in 6 quarters. The position peaked at $69K in Q3 2025. 66 funds tracked by Wall St. Rank hold SJT as of Q3 2026.

  • Westfuller Advisors reported no remaining San Juan Basin Royalty Trust position as of Q3 2026 after selling out during the quarter.
  • Westfuller Advisors sold 11,430 San Juan Basin Royalty Trust shares in Q3 2026, an estimated $36.7K.
  • Westfuller Advisors first reported a position in San Juan Basin Royalty Trust in Q1 2025 and held it in 6 quarters.
  • Westfuller Advisors's San Juan Basin Royalty Trust position peaked at $69K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2026.

Based on Westfuller Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.