San Juan Basin Royalty Trust shares owned by Heritage Trust
Quarter-by-quarter ownership of San Juan Basin Royalty Trust (SJT) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in San Juan Basin Royalty Trust
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Quarterly reported holdings in San Juan Basin Royalty Trust by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $182k | 30k | 6.04 |
| 2025-06-30 | $181k | 30k | 5.98 |
| 2025-03-31 | $167k | 30k | 5.53 |
| 2024-12-31 | $116k | 30k | 3.83 |
| 2024-06-30 | $123k | 30k | 4.06 |
| 2024-03-31 | $160k | 30k | 5.29 |
| 2023-12-31 | $153k | 30k | 5.08 |
| 2023-09-30 | $209k | 30k | 6.93 |
| 2023-06-30 | $224k | 30k | 7.43 |
| 2023-03-31 | $318k | 30k | 10.52 |
| 2022-12-31 | $345k | 30k | 11.42 |
| 2022-09-30 | $284k | 30k | 9.40 |
| 2022-06-30 | $262k | 30k | 8.68 |
| 2022-03-31 | $264k | 30k | 8.74 |
| 2021-12-31 | $184k | 30k | 6.09 |
| 2021-09-30 | $153k | 30k | 5.07 |
| 2021-06-30 | $156k | 30k | 5.17 |
| 2021-03-31 | $120k | 30k | 3.97 |
| 2020-12-31 | $80k | 30k | 2.65 |
| 2020-09-30 | $75k | 30k | 2.53 |
| 2018-12-31 | $29k | 6.0k | 4.83 |
| 2018-09-30 | $30k | 6.0k | 5.00 |
| 2018-06-30 | $35k | 6.0k | 5.83 |
| 2018-03-31 | $47k | 6.0k | 7.83 |
| 2017-12-31 | $49k | 6.0k | 8.17 |
| 2017-09-30 | $47k | 6.0k | 7.83 |
| 2017-06-30 | $41k | 6.0k | 6.83 |
| 2017-03-31 | $43k | 6.0k | 7.17 |