Position in CRT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$143,862
-$22,984 QoQ
Shares Held
15,914
+0.9% QoQ
Ownership
0.265%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 20 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026WADDELL & ASSOCIATES, LLC holds $3,833,201 across 8 Oil & Gas E&P names. CRT ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EOG |
Eog Resources Inc
|
5,739 | $744,520 | |
| 2 | DVN |
Devon Energy Corp/De
|
16,062 | $663,681 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
12,798 | $621,598 | |
| 4 | COP |
Conocophillips
|
5,818 | $604,839 | |
| 5 | AR |
ANTERO RESOURCES Corp
|
11,044 | $388,086 | |
| 6 | EXE |
EXPAND ENERGY Corp
|
3,693 | $336,764 | |
| 7 | PR |
Permian Resources Corp
|
17,917 | $329,851 | |
| 8 | CRT |
Cross Timbers Royalty Trust
This page
|
15,914 | $143,862 |
All Filings in CRT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,862 | 15,914 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $166,846 | 15,770 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $122,565 | 15,417 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $114,276 | 15,156 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $148,587 | 15,024 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $192,927 | 14,649 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $142,272 | 14,371 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $148,191 | 14,020 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $148,726 | 13,771 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $191,140 | 14,658 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $252,337 | 14,370 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $253,746 | 13,026 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $281,653 | 12,785 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $232,571 | 12,437 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $308,994 | 12,146 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $229,187 | 11,875 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $173,780 | 11,448 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $146,700 | 11,190 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||