MTR on NYSE

MESA ROYALTY TRUST/TX

MESA ROYALTY TRUST/TX is an American oil royalty traders company, incorporated in Texas.1 It is headquartered in Houston, Texas.1 Its shares trade on NYSE under the symbol MTR.1

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Last updated Oct 21, 2026.

Overview

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  • TickerMTR on NYSE1
  • IndustryOil Royalty Traders1
  • HeadquartersHouston, Texas1
  • Incorporated inTX2
  • Business addressBny Mellon Trust Company, N.A., 601 Travis Street, Floor 16, Houston, Tx 770022

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 Trustee electronically files such material with, or furnishes it to, the SEC. The Trust’s website is http://mtr.q4web.com/home/default.aspx. Information contained on, or that can be accessed through the Trust’s website, is not incorporated by reference …3 From its latest annual report

Corporate structure

MESA ROYALTY TRUST/TX sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of MESA ROYALTY TRUST/TX

  • A. Gile & Co. LLC Filed SCHEDULE 13D/A on MESA ROYALTY TRUST/TX, latest Jan 27, 2025 (5 filings since Jul 19, 2024)
  • Wells Fargo Filed SCHEDULE 13G/A on MESA ROYALTY TRUST/TX, latest Oct 25, 2024 (4 filings since Jan 28, 2022)
  • MESA ROYALTY TRUST/TX Houston, Texas

Built from major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What MESA ROYALTY TRUST/TX reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Properties, in its own words

Properties.

Reference is made to “Item 1. Business — Description of the Underlying Properties” and “Item 7. Trustee’s Discussion and Analysis of Financial Condition and Results of Operations — Planned Development and Workover Program,” which are incorporated herein by reference.

Item 2 of the 10-K filed Mar 30, 2026.3

Timeline

  1. Sep 18, 20268-K Results of operations4
  2. Aug 21, 20268-K Results of operations5
  3. Jul 20, 20268-K Results of operations6
  4. Jun 18, 20268-K Results of operations7
  5. May 18, 20268-K Results of operations8
  6. Apr 17, 20268-K Results of operations9
  7. Mar 20, 20268-K Results of operations10
  8. Feb 17, 20268-K Results of operations11
  9. Jan 20, 20268-K Results of operations12
  10. Dec 19, 20258-K Results of operations13
  11. Nov 18, 20258-K Results of operations14
  12. Oct 16, 20258-K Results of operations15

Calendar

Coming up

  1. Nov 12, 2026Reports results for the quarter ending Sep/202616

When it reported results

  1. Sep 18, 2026Reported quarterly or annual results4
  2. Aug 21, 2026Reported quarterly or annual results5
  3. Jul 20, 2026Reported quarterly or annual results6
  4. Jun 18, 2026Reported quarterly or annual results7
  5. May 18, 2026Reported quarterly or annual results8
  6. Apr 17, 2026Reported quarterly or annual results9
  7. Mar 20, 2026Reported quarterly or annual results10
  8. Feb 17, 2026Reported quarterly or annual results11

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

90 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 61 major events, 9 large holders. The latest 20:

  1. Sep 18, 20268-K EDGAR
  2. Aug 21, 20268-K EDGAR
  3. Aug 14, 202610-Q EDGAR
  4. Jul 20, 20268-K EDGAR
  5. Jun 18, 20268-K EDGAR
  6. May 18, 20268-K EDGAR
  7. May 15, 202610-Q EDGAR
  8. Apr 17, 20268-K EDGAR
  9. Mar 30, 202610-K EDGAR
  10. Mar 20, 20268-K EDGAR
  11. Feb 17, 20268-K EDGAR
  12. Jan 20, 20268-K EDGAR
  13. Dec 19, 20258-K EDGAR
  14. Nov 18, 20258-K EDGAR
  15. Nov 13, 202510-Q EDGAR
  16. Oct 16, 20258-K EDGAR
  17. Sep 16, 20258-K EDGAR
  18. Aug 18, 20258-K EDGAR
  19. Aug 14, 202510-Q EDGAR
  20. Jul 18, 20258-K EDGAR

The 90 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Ashton Thomas Private Wealth, LLC234,323$726.4K0.0%−5,214
Welch Group, LLC22,570$70.0K0.0%+6,200
Citadel Advisors LLC14,789$45.8K0.0%+2,614
McGowan Group Asset Management, Inc.13,115$40.7K0.0%+4
Osaic Holdings, Inc.9,855$30.6K0.0%−46
Morgan Stanley3,941$12.2K0.0%−1,261
Us Bancorp \de\3,341$10.4K0.0%New
Jpmorgan Chase & Co1,300$4.1K0.0%No change
UBS Group AG550$1.7K0.0%−60
Bnp Paribas Financial Markets460$1.4K0.0%New
Chilton Capital Management LLC331$1.0K0.0%No change
Harbour Investments, Inc.118$3650.0%+1
Wells Fargo & Company/mn1$20.0%+1

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How MESA ROYALTY TRUST/TX is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARMESA ROYALTY TRUST/TX1
  • CIK0000313364
  • Employer ID (EIN)74-62848061
  • Incorporated inTexas1
  • Fiscal year endsDecember 311
  • Industry code (SIC)6792 Oil Royalty Traders1
  • SEC reviewing officeOffice of Energy & Transportation, Division of Corporation Finance1
  • Business addressBny Mellon Trust Company, N.A., 601 Travis Street, Floor 16, Houston, TX 770021
  • Phone713-483-60201
  • On EDGAR sinceFeb 14, 19951
  • Filings624 in all: 8-K (292), 4 (97), 10-Q (95), SC 13D/A (44), 10-K (25), SC 13G (15), 8-K/A (9), UPLOAD (8)1
    All 20 form types

    SC 13G/A (7), 10-K405 (6), CORRESP (5), NTN 10Q (5), NT 10-K (4), SCHEDULE 13D/A (4), 4/A (2), NT 10-Q (2), 10-K/A (1), NT 10-K/A (1), SCHEDULE 13D (1), SCHEDULE 13G/A (1)

  • Latest filingsAnnual report (10-K) Mar 30, 2026
    Quarterly report (10-Q) Aug 14, 2026
    Latest 8-K (8-K) Sep 18, 2026

Risk factors and legal proceedings

The risks MESA ROYALTY TRUST/TX names in Item 1A of its 10-K filed Mar 30, 2026: 26 risks under these headings, as written.3

  • 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.
  • Any decreases in prices of natural gas on the spot market, or in prices reported by Working Interest Owners under applicable contractual arrangements, may materially and adversely affect cash generated from operations, results of operations and reduce Net Proceeds available to the Trust and distributions to Trust unitholders.
  • Increased production and development costs for the Royalty have resulted in substantial accumulated excess production costs, which will result in decreased Trust distributions, and in some periods may result in no Trust distributions.
  • Trust assets are depleting assets and, if the Working Interest Owners or other operators of the Royalty Properties do not perform additional development projects, the assets may deplete faster than expected.
  • Trust reserve estimates depend on many assumptions that may prove to be inaccurate, which could cause both estimated reserves and estimated future revenues to be too high or too low.
  • Certain Royalty Properties are not currently profitable and may not generate future net proceeds to the Trust
  • Operating risks for the Working Interest Owners’ interests in the Royalty Properties can adversely affect Trust distributions.
  • Trust unitholders and the Trustee have no influence or control over the operation or development of the Royalty Properties.
  • The Trustee relies upon the Working Interest Owners for information regarding the Royalty Properties.
  • The owner of any Royalty Property may abandon any property, terminating the related Royalty.
  • Terrorism and continued hostilities across the world could decrease Trust distributions or the market price of the units of beneficial interest of the Trust.
The other 15 risks
  • Cyber-attacks or other failures in telecommunications or information technology systems could result in information theft, data corruption and significant disruption of the business operations of the Working Interest Owners.
  • Cyber-attacks or other failures in telecommunications or IT systems could result in information theft, data corruption and significant disruption of the Trustee’s operations.
  • LEGAL, ENVIRONMENTAL AND REGULATORY RISKS
  • The Working Interest Owners are subject to extensive governmental regulation.
  • The Working Interest Owners’ operations are subject to environmental, health and safety laws and regulations that may expose the Working Interest Owners to penalties, damages or costs of remediation or compliance which could adversely affect Trust distributions.
  • Physical effects of climate and extreme weather have the potential to damage the facilities of the Working Interest Owners, disrupt production activities on the Royalty Properties, and cause the Working Interest Owners to incur significant costs in preparing for or responding to those effects and can adversely affect Trust distributions as a result.
  • Climate change legislation or regulations restricting or regulating emissions of greenhouse gases could result in increased operating and administrative costs and could adversely affect Trust distributions.
  • Federal and state legislation and regulatory initiatives relating to hydraulic fracturing could result in increased costs and additional operating restrictions or delays on the Royalty Properties in which the Trust holds an interest.
  • RISKS RELATED TO OWNERSHIP OF THE TRUST’S UNITS
  • The trading price of the units is substantially related to commodity prices and the Trust’s Royalty income. If the Trust’s Royalty income experiences a sustained decline, the Trust may be terminated. In addition, Royalty interests may be sold.
  • Unitholders have limited voting rights.
  • Unitholders have limited ability to enforce the Trust’s rights against the current or future owners of the Royalty Properties.
  • The limited liability of the Trust unitholders is uncertain.
  • The Trust has established a cash reserve for contingent liabilities and to pay expenses in accordance with the Trust Indenture and intends to increase such Contingent Reserve from $1.0 million to a total of $2.0 million, which will reduce Net Proceeds available to the Trust and distributions to Trust unitholders.
  • The future financial condition of Working Interest Owners or other operators of the underlying properties could impede the operation of wells.
  • Financial information of the Trust is not prepared in accordance with U.S. GAAP.
  • Working Interest Owners may estimate the revenue or expense components of Net Proceeds, which may result in future adjustments and may adversely affect future distributions to unitholders.

Legal proceedings

Legal Proceedings.

Currently, except as described below, the Trust is not aware of any material legal proceedings pending to which the Trust is a party or of which any of its property is the subject. Based on information provided by Scout, there is a pending case that seeks to increase royalty calculations for wells operated by Scout in Kansas that flow through the Jayhawk plant. Scout is defending against the lawsuit, Cooper-Clark Foundation v. Scout Energy Management, LLC, District Court, Kansas, question certified to the Kansas Supreme Court. In the event of an adverse result in the litigation, there may be a recalculation of prior royalties, and resulting net profits available to the Trust for the time period, as to those wells included in the litigation, which at this time Scout believes to only include three wells in which the Trust owns an interest. Based on current information provided by Scout, Scout does not anticipate any material adverse effect on the Trust.

The Trustee has been advised by the Working Interest Owners that it may be subject to litigation in the ordinary course of business for certain matters that include the Royalty Properties. While each of the Working Interest Owners has advised the Trustee that it does not currently believe any of the pending litigation will

have a material adverse effect net to the Trust, in the event such matters were adjudicated or settled in a material amount and charges are made against royalty income, such charges could have a material impact on future royalty income.

The opening of Item 3, Legal Proceedings.3