CRTNYSEOil Royalty TradersFiscal year ends December 31
CROSS TIMBERS ROYALTY TRUST
Last filing: 10-Q on Aug 13, 2026
$12.48−0.32 (-2.50%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
1M
Shares held, 13F filers
Institutional holders
20
4 new, 6 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
35 buys · 0 sales
Net bought $4.13M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| SoftVest Advisors, LLC | 924,960 | 15.42% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CRT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| SoftVest Advisors, LLC | 924,960 | – | $8.36M | +227,067 | 0.91% |
| Ashton Thomas Private Wealth, LLC | 239,924 | – | $2.17M | +11,866 | 0.05% |
| Beacon Pointe Advisors, LLC | 69,292 | – | $626.40K | +6,492 | 0.00% |
| Morgan Stanley | 20,981 | – | $189.67K | +14,795 | 0.00% |
| Welch Group, LLC | 16,652 | – | $150.54K | +1,800 | 0.01% |
| Waddell & Associates, LLC | 15,914 | – | $143.87K | +144 | 0.01% |
| XTX Topco Ltd | 10,964 | – | $99.12K | New | 0.00% |
| Susquehanna International Group, Llp | 10,681 | – | $96.56K | New | 0.00% |
| O'Shaughnessy Asset Management, LLC | 10,657 | – | $96.34K | New | 0.00% |
| UBS Group AG | 7,550 | – | $68.25K | −12 | 0.00% |
| Wells Fargo & Company/Mn | 1,982 | – | $17.92K | – | 0.00% |
| Harbour Investments, Inc. | 1,800 | – | $16.27K | – | 0.00% |
| Bnp Paribas Arbitrage, Snc | 814 | – | $7.36K | +107 | 0.00% |
| Osaic Holdings, Inc. | 735 | – | $6.66K | +34 | 0.00% |
| First Horizon Corp | 100 | – | $904 | New | 0.00% |
| BlackRock, Inc. | 17 | – | $150 | – | 0.00% |
| CoreCap Advisors, LLC | 13 | – | $118 | – | 0.00% |
| Steward Partners Investment Advisory, LLC | 11 | – | $99 | – | 0.00% |
| Caitong International Asset Management Co., Ltd | 6 | – | $54 | – | 0.00% |
| Assetmark, Inc | 3 | – | $27 | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | 1M | 4 / 8 | 1 / 6 | 0M | 0M |
| Q1 2026 | 22 | 1M | 12 / 2 | 3 / 3 | 1M | 0M |
| Q4 2025 | 13 | 0M | 0 / 4 | 4 / 2 | 0M | 0M |
| Q3 2025 | 15 | 0M | 1 / 3 | 8 / 7 | 0M | 0M |
| Q2 2025 | 21 | 0M | 5 / 6 | 4 / 2 | 0M | 0M |
| Q1 2025 | 18 | 0M | 1 / 7 | 5 / 4 | 0M | 0M |
| Q4 2024 | 21 | 0M | 4 / 5 | 4 / 2 | 0M | 0M |
| Q3 2024 | 19 | 0M | 0 / 3 | 6 / 2 | 0M | 0M |
| Q2 2024 | 21 | 0M | 2 / 4 | 9 / 2 | 0M | 0M |
| Q1 2024 | 21 | 0M | 2 / 5 | 4 / 8 | 0M | 0M |
| Q4 2023 | 27 | 1M | 7 / 5 | 6 / 4 | 0M | 0M |
| Q3 2023 | 24 | 1M | 1 / 7 | 4 / 2 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CRT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Horizon Kinetics Texas ETF | 160 | – | $1.45K | 0.05% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Eric L. Oliver | 10% owner | 1,005,873 | Sep 15, 2026 |
| SoftVest, LP | 10% owner | 989,513 | Sep 15, 2026 |
| SoftVest GP I, LLC | 10% owner | 969,974 | Sep 15, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Eric L. Oliver 10% owner | Sep 11, 2026 | Buy | +16,360 | $11.46 | $187.49K | 1,005,873 |
| SoftVest, LP 10% owner | Sep 9, 2026 | Buy | +7,134 | $11.29 | $80.54K | 989,513 |
| SoftVest, LP 10% owner | Sep 8, 2026 | Buy | +6,142 | $10.94 | $67.19K | 982,379 |
| SoftVest, LP 10% owner | Sep 4, 2026 | Buy | +5,473 | $10.90 | $59.66K | 976,237 |
| SoftVest, LP 10% owner | Sep 3, 2026 | Buy | +790 | $10.67 | $8.43K | 970,764 |
| SoftVest GP I, LLC 10% owner | Sep 2, 2026 | Buy | +2,289 | $10.63 | $24.33K | 969,974 |
| SoftVest GP I, LLC 10% owner | Sep 1, 2026 | Buy | +3,947 | $10.51 | $41.48K | 967,685 |
| Eric L. Oliver 10% owner | Aug 14, 2026 | Buy | +9,609 | $10.44 | $100.32K | 963,738 |
| Eric L. Oliver 10% owner | Aug 13, 2026 | Buy | +3,087 | $10.12 | $31.24K | 954,129 |
| Eric L. Oliver 10% owner | Aug 12, 2026 | Buy | +12,950 | $10.08 | $130.54K | 951,042 |
| Eric L. Oliver 10% owner | Aug 11, 2026 | Buy | +13,132 | $9.95 | $130.66K | 938,092 |
| SoftVest, LP 10% owner | Jun 25, 2026 | Buy | +3,727 | $8.88 | $33.10K | 924,960 |
| SoftVest, LP 10% owner | Jun 24, 2026 | Buy | +4,047 | $8.66 | $35.05K | 921,233 |
| SoftVest, LP 10% owner | Jun 23, 2026 | Buy | +34,596 | $8.68 | $300.29K | 917,186 |
| SoftVest, LP 10% owner | Jun 22, 2026 | Buy | +20,968 | $8.65 | $181.37K | 882,590 |
| SoftVest, LP 10% owner | Jun 2, 2026 | Buy | +5,748 | $10.52 | $60.47K | 861,622 |
| SoftVest, LP 10% owner | Jun 1, 2026 | Buy | +4,642 | $10.43 | $48.42K | 855,874 |
| SoftVest, LP 10% owner | May 29, 2026 | Buy | +9,297 | $10.37 | $96.41K | 851,232 |
| SoftVest GP I, LLC 10% owner | May 26, 2026 | Buy | +23,386 | $10.88 | $254.44K | 841,935 |
| SoftVest GP I, LLC 10% owner | May 20, 2026 | Buy | +18,902 | $10.87 | $205.46K | 818,549 |
| SoftVest GP I, LLC 10% owner | May 11, 2026 | Buy | +8,542 | $10.61 | $90.63K | 799,647 |
| SoftVest GP I, LLC 10% owner | Apr 20, 2026 | Buy | +4,032 | $10.38 | $41.85K | 791,105 |
| SoftVest GP I, LLC 10% owner | Apr 17, 2026 | Buy | +28,861 | $10.44 | $301.31K | 787,073 |
| Eric L. Oliver 10% owner | Apr 15, 2026 | Buy | +3,747 | $10.48 | $39.27K | 758,212 |
| Eric L. Oliver 10% owner | Apr 14, 2026 | Buy | +21,678 | $10.42 | $225.88K | 754,465 |
| SoftVest, LP 10% owner | Apr 10, 2026 | Buy | +6,844 | $10.42 | $71.31K | 732,787 |
| Eric L. Oliver 10% owner | Apr 8, 2026 | Buy | +10,033 | $10.40 | $104.34K | 725,943 |
| Eric L. Oliver 10% owner | Apr 7, 2026 | Buy | +4,585 | $10.49 | $48.10K | 715,910 |
| Eric L. Oliver 10% owner | Apr 6, 2026 | Buy | +182 | $10.50 | $1.91K | 711,325 |
| Eric L. Oliver 10% owner | Apr 2, 2026 | Buy | +399 | $10.60 | $4.23K | 711,143 |
| SoftVest, LP 10% owner | Apr 1, 2026 | Buy | +12,851 | $10.50 | $134.94K | 710,744 |
| SoftVest, LP 10% owner | Mar 31, 2026 | Buy | +42 | $10.50 | $441 | 697,893 |
| Eric L. Oliver 10% owner | Mar 27, 2026 | Buy | +68,467 | $10.24 | $701.10K | 697,851 |
| SoftVest GP I, LLC 10% owner | Mar 26, 2026 | Buy | +3,159 | $9.91 | $31.31K | 629,384 |
| SoftVest GP I, LLC 10% owner | Mar 25, 2026 | Buy | +26,134 | $9.69 | $253.24K | 626,225 |
| Vaughn O. Vennerberg Ii Sr Exec VP and Chief of Staff | Jan 3, 2006 | Sale | −2,514 | $48.59 | $122.16K | 0 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.