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Livermore
Livermore
ZHEN

McDaniel Terry & Co

SEC CIK
0001104366
Latest filing
Jul 30, 2026

SJT holding history

San Juan Basin Royalty Trust in every 13F filed by McDaniel Terry & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SJT overviewAll 13F holders of SJTFull Q2 2026 holdings

Shares (Q2 2026)
318,076
Value
$1.02M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SJT by McDaniel Terry & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026318,076$1.02M0.1%00.0%UnchangedHolders
Q1 2026318,076$1.53M0.1%+147,788+86.8%AddedHolders
Q4 2025170,288$957.0K0.1%−147,788−46.5%ReducedHolders
Q3 2025318,076$1.92M0.2%00.0%UnchangedHolders
Q2 2025318,076$1.90M0.2%00.0%UnchangedHolders
Q1 2025318,076$1.76M0.2%00.0%UnchangedHolders
Q4 2024318,076$1.22M0.1%00.0%UnchangedHolders
Q3 2024318,076$1.18M0.1%00.0%UnchangedHolders
Q2 2024318,076$1.29M0.1%00.0%UnchangedHolders
Q1 2024318,076$1.68M0.1%00.0%UnchangedHolders
Q4 2023318,076$1.62M0.2%00.0%UnchangedHolders
Q3 2023318,076$2.20M0.2%−247,115−43.7%ReducedHolders
Q2 2023565,191$4.20M0.4%00.0%UnchangedHolders
Q1 2023565,191$5.95M0.6%−247,115−30.4%ReducedHolders
Q4 2022812,306$9.28M1.1%+247,115+43.7%AddedHolders
Q3 2022565,191$5.31M0.7%00.0%UnchangedHolders
Q2 2022565,191$4.91M0.6%00.0%UnchangedHolders
Q1 2022565,191$4.96M0.5%00.0%UnchangedHolders
Q4 2021565,191$3.44M0.3%00.0%UnchangedHolders
Q3 2021565,191$2.86M0.3%00.0%UnchangedHolders
Q2 2021565,191$2.90M0.3%00.0%UnchangedHolders
Q1 2021565,191$2.24M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.