WhitTier Trust Company’s Mesa Royalty Trust MTR Stock Holding History

WhitTier Trust Company’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
2025 Q1	–	Sell	-667	Closed	-$3.94K	–	1447
2024 Q4	$3.94K	Hold	667	–	–	﹤0.01%	1171
2024 Q3	$3.78K	Hold	667	–	–	﹤0.01%	1153
2024 Q2	$5.88K	Hold	667	–	–	﹤0.01%	1052
2024 Q1	$7.08K	Buy	+667	New	+$7.08K	﹤0.01%	993

Other funds holding MTR

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

WhitTier Trust Company's MTR Position: Q1 2025 in Review

WhitTier Trust Company sold out of Mesa Royalty Trust (MTR) in Q1 2025, closing a stake of 667 shares — an estimated $3.94K sold.

WhitTier Trust Company first reported a position in MTR in Q1 2024 and held it in 4 quarters. The position peaked at $7.08K in Q1 2024. 12 funds tracked by Wall St. Rank hold MTR as of Q1 2025.

WhitTier Trust Company reported no remaining Mesa Royalty Trust position as of Q1 2025 after selling out during the quarter.
WhitTier Trust Company sold 667 Mesa Royalty Trust shares in Q1 2025, an estimated $3.94K.
WhitTier Trust Company first reported a position in Mesa Royalty Trust in Q1 2024 and held it in 4 quarters.
WhitTier Trust Company's Mesa Royalty Trust position peaked at $7.08K in Q1 2024.
12 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q1 2025.

Based on WhitTier Trust Company's 13F filing for Q1 2025, filed 2 May 2025.