Mesa Royalty Trust
MTR- Exchange
- NYSE
- Industry
- Oil Royalty Traders
- SEC CIK
- 0000313364
No open-market purchases or sales by Mesa Royalty Trust insiders were filed in the last 90 days; 13 institutions reported holding it in 13F filings for Q2 2026, worth $944.6K in total; no superinvestor holds it.
Holders of 5% or more of MTR
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Mesa Royalty Trust, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| A. Gile & Co. LLC | 13D/A | 14.20%265.4K shares | +1.20 ppfrom 13.00% | Jul 19, 20245 filings | Jan 27, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
6 Schedule 13D and 13G filings on Mesa Royalty Trust, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Jan 27, 20259:23 PM ET | A. Gile & Co. LLC | 13D/A | 14.20%265.4K shares | +1.20 ppfrom 13.00% | Jan 23, 2025 | SEC |
| Dec 26, 20241:17 PM ET | A. Gile & Co. LLC | 13D/A | 13.00%243.1K shares | +2.10 ppfrom 10.90% | Dec 17, 2024 | SEC |
| Nov 22, 20242:10 PM ET | A. Gile & Co. LLC | 13D/A | 10.90%202.5K shares | +2.90 ppfrom 8.00% | Nov 21, 2024 | SEC |
| Nov 20, 20249:06 AM ET | A. Gile & Co. LLC | 13D/A | 8.00%148.2K shares | +2.10 ppfrom 5.90% | Nov 15, 2024 | SEC |
| Oct 25, 202410:44 AM ET | Wells Fargo & Company | 13G/A | 0.00%787 shares | –Below 5% | Sep 30, 2024 | SEC |
| Jul 19, 20244:18 PM ET | A. Gile & Co. LLC | 13D | 5.90%111.6K shares | New | Jul 12, 2024 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Mesa Royalty Trust shares.
No Form 144 notices for Mesa Royalty Trust are on file.