Oil Royalty Traders · SIC 6792

MESA ROYALTY TRUST/TX

MTR

Watch

Latest revenue

as of

Latest net income

as of

Net margin

as of

Price · 5Y

+0.8% / yr 12.9 pts / yr vs S&P 500 4.1% total
Compare:

Live market

delayed ≤15 min
$3.88
4.55%
Market cap
Enterprise value
P/E (trailing)
Forward P/E
P/B
Dividend yield
5.7%
52-wk high
$10.42
52-wk low
$3.63
Beta
Shares out

5-year trend

No quarterly data ingested yet for this company.

What this company does

AI

PART I Item 1. Business. ​ DESCRIPTION OF THE TRUST The Trust, created under the laws of the State of Texas, maintains its offices at the office of the Trustee, The Bank of New York Mellon Trust Company, N.A., (the “Trustee”), 601 Travis Street, Floor 16, Houston, Texas 77002. The telephone number of the Trust is 713-483-6020. The Trust has no employees. Administrative functions of the Trust are performed by the Trustee. The Trustee maintains a website for the Trust that makes available, free of charge, filings by the Trust with the SEC and other information. Any reports filed with the SEC are accessible free of charge through the Trust’s website as soon as reasonably practicable after the…

AI summary unavailable — showing raw filing excerpt

Generated from MTR's filing dated 2026-03-30

Key risks

AI

Item 1A. Risk Factors. ​ Although risk factors are described elsewhere in this Form 10-K together with the Disclosures Regarding Forward-looking Statements, the following is a summary of the principal risks associated with an investment in the Trust’s units. BUSINESS AND OPERATIONAL RISKS Oil and natural gas prices fluctuate due to a number of factors, and declines in commodity prices will reduce Net Proceeds available to the Trust and distributions to Trust unitholders. Net Proceeds and the Trust’s quarterly distributions are heavily influenced by commodity prices realized from the sale of natural gas, and any material decrease in such prices could reduce the amount of Trust distributions.…

AI summary unavailable — showing raw filing excerpt

Generated from MTR's filing dated 2026-03-30

Earnings tracker

Not enough quarterly history for MTR yet to draw an earnings tracker.

Industry trend

Oil Royalty Traders · SIC 6792

Your notes

Keep private notes on MTR — thesis, target price, catalysts to watch.

Visible only to you. Never shared. Never used to train AI.

Sign in to write a note

Insider activity

No insider transactions on file for MTR in the last 12 months.

Source: SEC Form 4 filings. Backfill runs nightly.

Who owns MTR

Institutional value

$1.3M

Total shares held

271.3K

Distinct holders

7

-3 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1Ashton Thomas Private Wealth, LLC239.5K$1.2M-5.0K (-2.0%)Trimmed
2Welch Group, LLC16.4K$79.6K+0 (+0.0%)No change
3McGowan Group Asset Management, Inc.13.1K$64.1KNew
4JPMORGAN CHASE & CO1.3K$6.7K+0 (+0.0%)No change
5UBS Group AG610$3.0K-301 (-33.0%)Trimmed
6CHILTON CAPITAL MANAGEMENT LLC331$1.6K+0 (+0.0%)No change
7WELLS FARGO & COMPANY/MN0$1-508 (-100.0%)Exited

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once MTR's latest filing finishes processing.