SBR offers pure upstream cash flow exposure via royalty interests, with no operating costs or reinvestment needs, appealing to income-focused investors. Distributions are tied to oil and gas prices and volumes, creating a bond-like instrument with variable 'coupons' and some assurance even during downturns. Current market conditions—tightening supply, disciplined capital spending, and growing Asian demand—support a favorable outlook for oil and gas prices.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 5,982 | $475,329.72 | $440,155.56 | -$35,174.16 | -7.4% |
Chilton Investment Chilton Investment Co Inc. | 4,533 | $298,906.03 | $331,902.63 | $32,996.6 | 11.04% |
| YA Yinka Akinsola Blue Trust Inc. | 25,055 | $1.77M | $1.84M | $72,808.62 | 4.12% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,058 | $230,389.72 | $224,289.01 | -$6,100.71 | -2.65% |
Ashish Sharma DGS Capital Management LLC | 8,582 | $613,415.19 | $635,582.92 | $22,167.73 | 3.61% |
| Oil, Gas & Consumable Fuels Industry | Energy Sector | Nancy G. Willis CEO | NYSE Exchange | 785688102 CUSIP |
| US Country | - Employees | 15 Jul 2026 Last Dividend | 5 Oct 1995 Last Split | 30 Dec 1987 IPO Date |
Sabine Royalty Trust, established in 1982 and headquartered in Dallas, Texas, is a key player in the energy sector, focusing on holding royalty and mineral interests in numerous producing oil and gas properties across the United States. The Trust's investments span several key states, including Florida, Louisiana, Mississippi, New Mexico, Oklahoma, and Texas, showcasing a significant footprint in the country's oil and gas production landscape. By managing a diverse portfolio of landowner's royalties, overriding royalty interests, and other non-participatory interests, Sabine Royalty Trust plays a critical role in the distribution of revenues derived from the exploration, development, and extraction of oil and gas resources.
Sabine Royalty Trust collects royalties on behalf of landowners for oil and gas produced on their property. These royalties are a form of income to property owners without them having to invest in the drilling, production, or operational aspects of the oil and gas wells.
These are royalties that are derived from production revenues, paid in addition to any landowner’s royalties. ORRIs are typically retained by lessees or operators who have negotiated a share of the production revenues, above what is allocated to the landowner, as part of their compensation or investment return.
The Trust holds interests in mineral rights, entitling it to a portion of the production or revenue from oil and gas extracted from these minerals. This includes both developed and undeveloped properties, offering a balance between immediate revenue streams and potential future incomes.
These are financial arrangements in which the Trust receives a defined amount of production revenue from oil and gas wells until a certain level of production or revenue has been reached. This arrangement provides a steady income stream, albeit for a potentially limited duration depending on the terms of the agreement.
Sabine Royalty Trust also manages other forms of non-participatory interests, which could include different types of financial interests in oil and gas production that do not involve direct participation in the drilling, operating, or capital expenses. These interests provide a means for investors to gain exposure to the sector without the operational risks and complexities associated with direct involvement.