Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SANTA FE ENERGY TRUST | 476,682 | reported | 20 Aug 2007 | tx 19+20,700 |
| PERMIAN BASIN ROYALTY TRUST | 0 | reported | 19 Dec 2025 | tx 2−3,966 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 Dec 2025 | EXERCISE | PERMIAN BASIN ROYALTY TRUST | 1 | 0.00 USD | deriv |
| 19 Dec 2025 | EXERCISE | PERMIAN BASIN ROYALTY TRUST | 3,965 | 0.00 USD | deriv |
| 20 Aug 2007 | PURCHASE | SANTA FE ENERGY TRUST | 1,000 | 23.75 USD | |
| 27 Jul 2007 | PURCHASE | SANTA FE ENERGY TRUST | 2,500 | 24.75 USD | |
| 23 Jul 2007 | PURCHASE | SANTA FE ENERGY TRUST | 100 | 24.40 USD | |
| 23 Jul 2007 | PURCHASE | SANTA FE ENERGY TRUST | 1,000 | 24.50 USD | |
| 23 Jul 2007 | PURCHASE | SANTA FE ENERGY TRUST | 4,600 | 24.75 USD | |
| 23 Jul 2007 | PURCHASE | SANTA FE ENERGY TRUST | 100 | 24.73 USD | |
| 23 Jul 2007 | PURCHASE | SANTA FE ENERGY TRUST | 100 | 24.74 USD | |
| 23 Jul 2007 | PURCHASE | SANTA FE ENERGY TRUST | 200 | 24.69 USD | |
| 10 Jul 2007 | PURCHASE | SANTA FE ENERGY TRUST | 2,100 | 24.13 USD | |
| 10 Jul 2007 | PURCHASE | SANTA FE ENERGY TRUST | 1,000 | 24.15 USD | |
| 09 Jul 2007 | PURCHASE | SANTA FE ENERGY TRUST | 1,000 | 24.39 USD | |
| 09 Jul 2007 | PURCHASE | SANTA FE ENERGY TRUST | 1,100 | 24.40 USD | |
| 09 Jul 2007 | PURCHASE | SANTA FE ENERGY TRUST | 1,000 | 24.30 USD | |
| 09 Jul 2007 | PURCHASE | SANTA FE ENERGY TRUST | 700 | 24.27 USD | |
| 09 Jul 2007 | PURCHASE | SANTA FE ENERGY TRUST | 1,000 | 24.10 USD | |
| 09 Jul 2007 | PURCHASE | SANTA FE ENERGY TRUST | 2,000 | 24.00 USD | |
| 09 Jul 2007 | PURCHASE | SANTA FE ENERGY TRUST | 100 | 24.25 USD | |
| 09 Jul 2007 | PURCHASE | SANTA FE ENERGY TRUST | 100 | 24.26 USD | |
| 09 Jul 2007 | PURCHASE | SANTA FE ENERGY TRUST | 1,000 | 24.25 USD |