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Creative Planning

Position in SJT — San Juan Basin Royalty Trust

CIK 1540235 OVERLAND PARK, KS

Position in SJT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$170,152
-$84,138 QoQ
Shares Held
53,007
+0.3% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 82 holders
Holding Since
Sep 2021
19 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, 2026

Creative Planning holds $350,842,306 across 45 Oil & Gas E&P names. SJT ranks #43 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in SJT

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $170,152 53,007
2026-03-31 $254,290 52,867
2025-12-31 $297,112 52,867
2025-09-30 $319,340 52,871
2025-06-30 $334,706 55,971
2025-03-31 $309,519 55,971
2024-12-31 $201,178 52,527
2024-09-30 $192,414 52,004
2024-06-30 $213,166 52,504
2024-03-31 $322,488 60,962
2023-12-31 $317,530 62,506
2023-09-30 $574,330 82,876
2023-06-30 $586,063 78,878
2023-03-31 $561,252 53,351
2022-12-31 $619,169 54,218
2022-09-30 $541,364 57,592
2022-06-30 $460,777 53,085
2022-03-31 $461,801 52,657
2021-09-30 $279,489 55,235