# Mesa Royalty Trust: overview

MTR · NYSE · CIK 313364 · [Financials](/sectors/financials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/mtr.md) · [Financials](/companies/mtr/financials.md) · [Filings](/companies/mtr/filings.md) · [Insiders](/companies/mtr/insiders.md)

Financial statements for this company are not loaded yet.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/mtr/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [Ashton Thomas Private Wealth, LLC](/funds/2019663.md) | 2026-06-30 | $726.4k | 234,323 |  | Reduced −5,214 |
| [Welch Group, LLC](/funds/1443095.md) | 2026-06-30 | $70.0k | 22,570 |  | Added +6,200 |
| [CITADEL ADVISORS LLC](/funds/1423053.md) | 2026-06-30 | $45.8k | 14,789 |  | Added +2,614 |
| [McGowan Group Asset Management, Inc.](/funds/1633227.md) | 2026-06-30 | $40.7k | 13,115 |  | Added +4 |
| [CWM, LLC](/funds/1535847.md) | 2026-03-31 | $35.0k | 7,196 |  | Not compared |
| [OSAIC HOLDINGS, INC.](/funds/1677044.md) | 2026-06-30 | $30.6k | 9,855 |  | Reduced −46 |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $12.2k | 3,941 |  | Reduced −1,261 |
| [US BANCORP \\DE\\](/funds/36104.md) | 2026-06-30 | $10.4k | 3,341 |  | New +3,341 |
| [JPMORGAN CHASE & CO](/funds/19617.md) | 2026-06-30 | $4.1k | 1,300 |  | Unchanged |
| [UBS Group AG](/funds/1610520.md) | 2026-06-30 | $1.7k | 550 |  | Reduced −60 |

## Recent filings

[All 321 filings](/companies/mtr/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-20 | 20:01 ET | [8-K](/filings/0001104659-26-117397.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001104659-26-117397 |
| 2026-09-18 | 20:00 ET | [8-K](/filings/0001104659-26-108921.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001104659-26-108921 |
| 2026-08-21 | 20:00 ET | [8-K](/filings/0001104659-26-099669.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001104659-26-099669 |
| 2026-08-14 | 20:05 ET | [10-Q](/filings/0001104659-26-097086.md) | Quarterly report, period 2026-06-30 | 0001104659-26-097086 |
| 2026-07-20 | 20:05 ET | [8-K](/filings/0001104659-26-085054.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001104659-26-085054 |
| 2026-06-18 | 20:02 ET | [8-K](/filings/0001104659-26-075716.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001104659-26-075716 |
| 2026-05-18 | 20:01 ET | [8-K](/filings/0001104659-26-063180.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001104659-26-063180 |
| 2026-05-15 | 20:22 ET | [10-Q](/filings/0001104659-26-062604.md) | Quarterly report, period 2026-03-31 | 0001104659-26-062604 |
| 2026-04-17 | 20:42 ET | [8-K](/filings/0001104659-26-044935.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001104659-26-044935 |
| 2026-03-30 | 21:35 ET | [10-K](/filings/0001104659-26-036896.md) | Annual report, period 2025-12-31 | 0001104659-26-036896 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001104659-26-036896.md), filed Mar 30, 2026.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 313364
- Tickers: MTR
- Exchange: NYSE
- SIC code: 6792 Oil Royalty Traders
- State of incorporation: 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. No prices; not investment advice.