Mesa Royalty Trust
MTRNYSECIK 313364FinancialsFiscal year ends Dec 31
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Financial statements
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Insider purchases and sales
All insider transactionsThe last 20 open-market transactions reported on Form 4 (codes P and S). The reported price is the price per share the insider stated on the form: filing data, not a market price.
No open-market purchases or sales by insiders are in coverage from Nov 2024 to Oct 2026.
No open-market purchases or sales by insiders are in coverage for this company.
Funds that report holding it
All fundsFrom each manager's latest Form 13F, largest reported value first. Reported value is as filed at the quarter end: filing data, not a price. A put or call is an option position, not shares held.
| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 2026-06-30 | $726.4k | 234,323 | Reduced−5,214 | |
| Welch Group, LLC | 2026-06-30 | $70.0k | 22,570 | Added+6,200 | |
| CITADEL ADVISORS LLC | 2026-06-30 | $45.8k | 14,789 | Added+2,614 | |
| McGowan Group Asset Management, Inc. | 2026-06-30 | $40.7k | 13,115 | Added+4 | |
| CWM, LLC | 2026-03-31 | $35.0k | 7,196 | Not compared | |
| OSAIC HOLDINGS, INC. | 2026-06-30 | $30.6k | 9,855 | Reduced−46 | |
| MORGAN STANLEY | 2026-06-30 | $12.2k | 3,941 | Reduced−1,261 | |
| US BANCORP \DE\ | 2026-06-30 | $10.4k | 3,341 | New+3,341 | |
| JPMORGAN CHASE & CO | 2026-06-30 | $4.1k | 1,300 | Unchanged | |
| UBS Group AG | 2026-06-30 | $1.7k | 550 | Reduced−60 |
Recent filings
All 321 filingsReports and events: 10-K, 10-Q, 8-K, proxy statements and ownership schedules.
| Filed | Form | What it is | Accession number |
|---|---|---|---|
| 2026-10-2020:01 ET | 8-K | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001104659-26-117397 |
| 2026-09-1820:00 ET | 8-K | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001104659-26-108921 |
| 2026-08-2120:00 ET | 8-K | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001104659-26-099669 |
| 2026-08-1420:05 ET | 10-Q | Quarterly reportPeriod 2026-06-30 | 0001104659-26-097086 |
| 2026-07-2020:05 ET | 8-K | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001104659-26-085054 |
| 2026-06-1820:02 ET | 8-K | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001104659-26-075716 |
| 2026-05-1820:01 ET | 8-K | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001104659-26-063180 |
| 2026-05-1520:22 ET | 10-Q | Quarterly reportPeriod 2026-03-31 | 0001104659-26-062604 |
| 2026-04-1720:42 ET | 8-K | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001104659-26-044935 |
| 2026-03-3021:35 ET | 10-K | Annual reportPeriod 2025-12-31 | 0001104659-26-036896 |
Latest annual report
Form 10-K for the fiscal year ended Dec 31, 2025Filed Mar 30, 2026. Its page lists the documents and the extracted sections, such as Business and Risk factors.
Forecast league
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About the filer
- CIK
- 313364
- Tickers
- MTR
- Exchange
- NYSE
- SIC code
- 6792 Oil Royalty Traders
- Sector
- Financials
- Fiscal year ends
- Dec 31
- Incorporated in
- TX
- Filer category
- not reported
Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 14:55 ET. Listed shows no prices and gives no investment advice.