Plante Moran Financial Advisors, LLC
Position in SJT — San Juan Basin Royalty Trust
CIK 1424717
SOUTHFIELD, MI
Position in SJT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$632
-$315 QoQ
Shares Held
197
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 82 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SJT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $226,011 across 21 Oil & Gas E&P names. SJT ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
1,387 | $144,192 | |
| 2 | KRP |
Kimbell Royalty Partners, LP
|
4,000 | $58,120 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
200 | $9,714 | |
| 4 | FANG |
Diamondback Energy, Inc.
|
15 | $2,636 | |
| 5 | WDS |
Woodside Energy Group Ltd
|
134 | $2,588 | |
| 6 | MUR |
Murphy Oil Corp
|
59 | $1,921 | |
| 7 | CRC |
California Resources Corp
|
31 | $1,638 | |
| 8 | SM |
SM Energy Co
|
44 | $1,148 |
All Filings in SJT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632 | 197 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $947 | 197 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,107 | 197 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,189 | 197 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,178 | 197 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,089 | 197 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $754 | 197 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $728 | 197 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $799 | 197 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,042 | 197 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,000 | 197 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,365 | 197 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,463 | 197 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,072 | 197 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,249 | 197 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,851 | 197 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,709 | 197 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,727 | 197 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,199 | 197 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $996 | 197 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,022 | 199 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $788 | 199 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $849 | 318 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,255 | 500 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,140 | 500 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,050 | 500 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||