Oil Royalty Traders - Investment Trends

This page shows the overall investment trends by institutions in companies categorized in this industry.

To create this report, we combined institutional holdings listed in 13F's with SIC codes self-reported by companies in their 10-Q's.

Period Owners Total Shares Percent Change
in Shares
Fair Market Value (USD) Percent Change
in Value
2026-Q1 952 94,967,327 4.60 24,788,274,412,000 66.66
2025-Q4 839 90,792,226 59.54 14,873,454,775,000 -6.47
2025-Q3 825 56,909,642 -21.04 15,902,716,181,000 -10.24
2025-Q2 849 72,078,031 44.23 17,716,989,936,000 -18.06
2025-Q1 859 49,973,465 13.74 21,622,147,936,000 20.27
2024-Q4 797 43,936,254 10.66 17,977,434,081,000 32.84
2024-Q3 704 39,705,054 4.65 13,533,333,296,000 22.57
2024-Q2 670 37,942,211 3.24 11,041,167,643,000 37.26
2024-Q1 589 36,750,524 31.63 8,044,000,423,000 7.85
2023-Q4 586 27,920,184 3.52 7,458,361,674,000 -16.69
2023-Q3 586 26,971,768 -7.17 8,952,642,977,000 39.45
2023-Q2 564 29,054,993 -6.01 6,420,153,876,000 -21.98
2023-Q1 597 30,912,964 -5.26 8,228,892,166,000 -22.08
2022-Q4 606 32,629,092 6.56 10,560,526,410,000 12,846.59
2022-Q3 549 30,618,963 9.36 81,569,945,000 47.77
2022-Q2 519 27,999,074 10.94 55,199,479,000 16.08
2022-Q1 509 25,237,853 10.25 47,554,592,000 23.40
2021-Q4 485 22,892,479 27.02 38,538,048,000 -0.03
2021-Q3 447 18,023,309 -7.94 38,548,135,000 -29.27
2021-Q2 430 19,577,103 1.58 54,500,246,000 36.45
2021-Q1 373 19,273,192 9.24 39,940,275,000 246.73
2020-Q4 317 17,642,490 5.46 11,519,267,000 60.67
2020-Q3 304 16,729,726 -0.74 7,169,646,000 -9.20
2020-Q2 313 16,853,633 -0.93 7,895,654,000 -71.16
2020-Q1 292 17,012,231 -3.95 27,375,127,000 163.87
2019-Q4 333 17,712,208 -4.16 10,374,431,000 16.52
2019-Q3 308 18,481,748 -6.22 8,903,586,000 -5.74
2019-Q2 306 19,707,186 -4.36 9,445,936,000 10.53
2019-Q1 291 20,606,282 -0.75 8,546,250,000 48.59
2018-Q4 283 20,762,780 -11.73 5,751,749,000 -39.99
2018-Q3 301 23,522,654 -17.61 9,584,652,000 25.04
2018-Q2 281 28,549,572 1.02 7,665,346,000 40.56
2018-Q1 275 28,261,896 0.96 5,453,375,000 -73.81
2017-Q4 260 27,994,022 2.51 20,819,425,000 369.07
2017-Q3 245 27,308,800 -1.79 4,438,422,000 37.76
2017-Q2 240 27,806,014 2.75 3,221,751,000 -19.05
2017-Q1 235 27,061,393 5.68 3,979,870,000 -2.12
2016-Q4 229 25,606,575 -4.21 4,066,187,000 41.20
2016-Q3 221 26,730,730 -3.28 2,879,636,000 14.81
2016-Q2 222 27,637,434 -0.20 2,508,240,000 7.16
2016-Q1 201 27,691,710 -4.50 2,340,728,000 15.71
2015-Q4 200 28,996,401 -3.16 2,022,946,000 20.36
2015-Q3 201 29,941,537 -1.89 1,680,802,000 -21.21
2015-Q2 209 30,519,279 -4.74 2,133,134,000 -23.19
2015-Q1 219 32,036,863 0.00 2,777,122,000 0.00