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MTR · NYSE · Oil & Gas Exploration & Production

Mesa Royalty Trust (MTR)

Collects royalties from legacy oil and gas properties across the Hugoton field and San Juan Basin.

$2.40
vs last close−0.03 (−1.23%)

13F · 13D/G · Form 4

Institutions16.35%304.7K shares
13 holders · as of Jun 30, 2026
Other83.65%1.56M shares
remainder

1.86M company shares as of Aug 24, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
A. Gile & Co. LLCInstitution
14.24%265,388filed Jan 27, 2025
Ashton Thomas Private Wealth, LLCInstitution
12.57%234,323as of Jun 30, 2026
Welch Group, LLCInstitution
1.21%22,570as of Jun 30, 2026
Citadel Advisors LLCInstitution
0.79%14,789as of Jun 30, 2026
Mcgowan Group Asset Management, Inc.Institution
0.70%13,115as of Jun 30, 2026
Advisor Group Holdings, Inc.Institution
0.53%9,855as of Jun 30, 2026
Morgan StanleyInstitution
0.21%3,941as of Jun 30, 2026
US Bancorp \DE\Institution
0.18%3,341as of Jun 30, 2026
JPMorgan Chase & CoInstitution
0.07%1,300as of Jun 30, 2026
UBS Group AGInstitution
0.03%550as of Jun 30, 2026
BNP Paribas Arbitrage, SNCInstitution
0.02%460as of Jun 30, 2026
Chilton Capital Management LLCInstitution
0.02%331as of Jun 30, 2026
Harbour Investments, Inc.Institution
0.01%118as of Jun 30, 2026
Wells Fargo & Company/MNInstitution
0.00%1as of Jun 30, 2026

13F, as of Jun 30, 2026

13 holders · 304.7K shares · 3 new positions · 7 increased · 4 reduced · 1 closed

HolderShares% outstandingChg q/qFiled
Ashton Thomas Private Wealth, LLC234.3K12.57%−5.2KJul 29, 2026
Welch Group, LLC22.6K1.21%+6.2KJul 23, 2026
Citadel Advisors LLC14.8K0.79%+2.6KSep 2, 2026
Mcgowan Group Asset Management, Inc.13.1K0.70%+4Aug 12, 2026
Advisor Group Holdings, Inc.9.9K0.53%−46Aug 14, 2026
Morgan Stanley3.9K0.21%−1.3KAug 13, 2026
US Bancorp \DE\3.3K0.18%+3.3KAug 12, 2026
JPMorgan Chase & Co1.3K0.07%0Aug 12, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
A. Gile & Co. LLC14.20%265.4K13DJan 27, 2025

Form 4

Latest trades

Nothing filed in the last 12 months.

House and Senate disclosures

Not reported.