Position in SJT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$113,980
-$30,358 QoQ
Shares Held
35,508
+18.3% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 82 holders
Holding Since
Mar 2025
6 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, 2026Welch Group, LLC holds $2,989,719 across 6 Oil & Gas E&P names. SJT ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
11,538 | $1,199,490 | |
| 2 | FANG |
Diamondback Energy, Inc.
|
5,578 | $980,500 | |
| 3 | CRGY |
Crescent Energy Co
|
48,396 | $475,248 | |
| 4 | CRT |
Cross Timbers Royalty Trust
|
16,652 | $150,534 | |
| 5 | SJT |
San Juan Basin Royalty Trust
This page
|
35,508 | $113,980 | |
| 6 | MTR |
Mesa Royalty Trust/Tx
|
22,570 | $69,967 |
All Filings in SJT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,980 | 35,508 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $144,338 | 30,008 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $123,684 | 22,008 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $132,928 | 22,008 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $131,607 | 22,008 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $121,704 | 22,008 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||