KINGSWOOD WEALTH ADVISORS, LLC
Position in SJT — San Juan Basin Royalty Trust
CIK 1987855
SAN DIEGO, CA
Position in SJT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$498,994
-$299,225 QoQ
Shares Held
155,450
-6.3% QoQ
Ownership
0.334%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#16
of 82 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SJT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $14,709,715 across 10 Oil & Gas E&P names. SJT ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TPL |
Texas Pacific Land Corp
|
21,051 | $9,212,759 | |
| 2 | COP |
Conocophillips
|
17,385 | $1,807,344 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
17,816 | $865,323 | |
| 4 | DVN |
Devon Energy Corp/De
|
19,857 | $820,491 | |
| 5 | EOG |
Eog Resources Inc
|
4,484 | $581,709 | |
| 6 | SJT |
San Juan Basin Royalty Trust
This page
|
155,450 | $498,994 | |
| 7 | EXE |
EXPAND ENERGY Corp
|
2,670 | $243,477 | |
| 8 | PR |
Permian Resources Corp
|
13,114 | $241,428 |
All Filings in SJT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,994 | 155,450 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $798,219 | 165,950 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,078,759 | 191,950 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,971,076 | 491,900 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,905,173 | 485,815 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,543,063 | 279,035 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||