Tearsheet

Cross Timbers Royalty Trust (CRT)


Market Price (6/11/2026): $10.77 | Market Cap: $64.6 MilSector: Energy | Industry: Oil & Gas Exploration & Production

Cross Timbers Royalty Trust (CRT)


Market Price (6/11/2026): $10.77
Market Cap: $64.6 Mil
Sector: Energy
Industry: Oil & Gas Exploration & Production

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 71%

Low stock price volatility
Vol 12M is 30%

Megatrend and thematic drivers
Megatrends include Traditional Energy Sources. Themes include Domestic Oil & Gas Production.

Trading close to highs
Dist 52W High is -0.6%

Weak multi-year price returns
2Y Excs Rtn is -43%, 3Y Excs Rtn is -109%

Expensive valuation multiples
P/SPrice/Sales ratio is 15x

Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -34%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -32%, Rev Chg QQuarterly Revenue Change % is -62%

Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 75%

Key risks
CRT key risks include [1] a long-term annual production decline of 6-8% from its naturally depleting reserves, Show more.

0 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 71%
1 Low stock price volatility
Vol 12M is 30%
2 Megatrend and thematic drivers
Megatrends include Traditional Energy Sources. Themes include Domestic Oil & Gas Production.
3 Trading close to highs
Dist 52W High is -0.6%
4 Weak multi-year price returns
2Y Excs Rtn is -43%, 3Y Excs Rtn is -109%
5 Expensive valuation multiples
P/SPrice/Sales ratio is 15x
6 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -34%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -32%, Rev Chg QQuarterly Revenue Change % is -62%
7 Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 75%
8 Key risks
CRT key risks include [1] a long-term annual production decline of 6-8% from its naturally depleting reserves, Show more.

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 6/1/2026

Cross Timbers Royalty Trust (CRT) stock has gained about 20% since 2/28/2026 because of the following key factors:

1. Significant Surge in Oil Prices: A primary driver for Cross Timbers Royalty Trust's stock appreciation was the substantial increase in crude oil prices, a key commodity for the trust's underlying assets. Oil prices surged to over $100 per barrel at the end of February 2026 and largely maintained this elevated level through May 2026. This compares to Brent crude averaging around $63 per barrel in the first quarter of 2026. This macroeconomic factor directly boosted the revenue potential for the trust's oil and gas properties.

2. Increased Realized Oil Prices for Distributions: The trust benefited from higher average realized oil prices impacting its distributions. For the May 2026 cash distribution, the average realized oil price was $77.14 per barrel, a notable increase from the prior distribution period's average of $58.93 per barrel. This higher price for the oil sold, despite a decrease in oil volumes from 17,000 Bbls to 10,000 Bbls, positively influenced the trust's income.

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Stock Movement Drivers

Fundamental Drivers

The 21.4% change in CRT stock from 2/28/2026 to 6/10/2026 was primarily driven by a 68.2% change in the company's P/E Multiple.
(LTM values as of)22820266102026Change
Stock Price ($)8.9310.8421.4%
Change Contribution By: 
Total Revenues ($ Mil)64-20.0%
Net Income Margin (%)79.8%72.0%-9.8%
P/E Multiple12.020.368.2%
Shares Outstanding (Mil)660.0%
Cumulative Contribution21.4%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/10/2026
ReturnCorrelation
CRT21.4% 
Market (SPY)6.0%-15.6%
Sector (XLE)4.8%16.2%

Fundamental Drivers

The 25.8% change in CRT stock from 11/30/2025 to 6/10/2026 was primarily driven by a 74.2% change in the company's P/E Multiple.
(LTM values as of)113020256102026Change
Stock Price ($)8.6210.8425.8%
Change Contribution By: 
Total Revenues ($ Mil)64-20.0%
Net Income Margin (%)79.8%72.0%-9.8%
P/E Multiple11.620.374.2%
Shares Outstanding (Mil)660.0%
Cumulative Contribution25.8%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/10/2026
ReturnCorrelation
CRT25.8% 
Market (SPY)6.8%-8.2%
Sector (XLE)30.7%20.2%

Fundamental Drivers

The 15.5% change in CRT stock from 5/31/2025 to 6/10/2026 was primarily driven by a 114.6% change in the company's P/E Multiple.
(LTM values as of)53120256102026Change
Stock Price ($)9.3910.8415.5%
Change Contribution By: 
Total Revenues ($ Mil)74-34.2%
Net Income Margin (%)88.0%72.0%-18.2%
P/E Multiple9.420.3114.6%
Shares Outstanding (Mil)660.0%
Cumulative Contribution15.5%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/10/2026
ReturnCorrelation
CRT15.5% 
Market (SPY)24.5%-1.8%
Sector (XLE)47.5%18.8%

Fundamental Drivers

The -36.0% change in CRT stock from 5/31/2023 to 6/10/2026 was primarily driven by a -69.2% change in the company's Total Revenues ($ Mil).
(LTM values as of)53120236102026Change
Stock Price ($)16.9310.84-36.0%
Change Contribution By: 
Total Revenues ($ Mil)144-69.2%
Net Income Margin (%)94.8%72.0%-24.0%
P/E Multiple7.420.3173.1%
Shares Outstanding (Mil)660.0%
Cumulative Contribution-36.0%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/10/2026
ReturnCorrelation
CRT-36.0% 
Market (SPY)80.4%14.1%
Sector (XLE)67.7%28.3%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
CRT Return53%146%-24%-39%-13%38%108%
Peers Return218%166%-43%-17%57%63%930%
S&P 500 Return27%-19%24%23%16%8%97%

Monthly Win Rates [3]
CRT Win Rate50%75%58%42%42%83% 
Peers Win Rate67%58%33%42%50%83% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
CRT Max Drawdown-34%-32%-55%-49%-45%-6% 
Peers Max Drawdown-20%-33%-47%-31%-27%-11% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: PBT.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/10/2026 (YTD)

How Low Can It Go

EventCRTS&P 500
2025 US Tariff Shock
  % Loss-13.3%-18.8%
  % Gain to Breakeven15.3%23.1%
  Time to Breakeven298 days79 days
2020 COVID-19 Crash
  % Loss-48.3%-33.7%
  % Gain to Breakeven93.4%50.9%
  Time to Breakeven232 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-27.4%-19.2%
  % Gain to Breakeven37.7%23.8%
  Time to Breakeven907 days105 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-20.7%-3.7%
  % Gain to Breakeven26.1%3.9%
  Time to Breakeven1554 days6 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-12.6%-12.2%
  % Gain to Breakeven14.4%13.9%
  Time to Breakeven40 days62 days
2014-2016 Oil Price Collapse
  % Loss-59.3%-6.8%
  % Gain to Breakeven145.9%7.3%
  Time to Breakeven2273 days15 days

Compare to PBT

In The Past

Cross Timbers Royalty Trust's stock fell -13.3% during the 2025 US Tariff Shock. Such a loss loss requires a 15.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventCRTS&P 500
2020 COVID-19 Crash
  % Loss-48.3%-33.7%
  % Gain to Breakeven93.4%50.9%
  Time to Breakeven232 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-27.4%-19.2%
  % Gain to Breakeven37.7%23.8%
  Time to Breakeven907 days105 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-20.7%-3.7%
  % Gain to Breakeven26.1%3.9%
  Time to Breakeven1554 days6 days
2014-2016 Oil Price Collapse
  % Loss-59.3%-6.8%
  % Gain to Breakeven145.9%7.3%
  Time to Breakeven2273 days15 days
2008-2009 Global Financial Crisis
  % Loss-61.6%-53.4%
  % Gain to Breakeven160.4%114.4%
  Time to Breakeven263 days1085 days

Compare to PBT

In The Past

Cross Timbers Royalty Trust's stock fell -13.3% during the 2025 US Tariff Shock. Such a loss loss requires a 15.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Cross Timbers Royalty Trust (CRT)

Cross Timbers Royalty Trust operates as an express trust in the United States. It holds 90% net profits interests in certain producing and nonproducing royalty and overriding royalty interest properties in Texas, Oklahoma, and New Mexico; and 75% net profits working interest in four properties in Texas and three properties in Oklahoma. The company was founded in 1991 and is based in Dallas, Texas.

AI Analysis | Feedback

Here are 1-3 brief analogies for Cross Timbers Royalty Trust (CRT):

  • A REIT for oil and gas royalties.

  • Like Royal Gold or Franco-Nevada, but for oil and gas wells instead of mines.

  • Like a landlord for oil and gas wells, collecting a percentage of profits instead of rent.

AI Analysis | Feedback

  • Crude Oil Royalties: Income generated from the trust's net profits and working interests tied to crude oil production from its underlying properties.
  • Natural Gas Royalties: Income generated from the trust's net profits and working interests tied to natural gas production from its underlying properties.

AI Analysis | Feedback

Cross Timbers Royalty Trust (CRT) operates as a passive trust that holds royalty and net profits interests in oil and gas properties. Its business model is to receive income generated from these interests (paid by the operators of the underlying properties) and distribute it to its unitholders. As such, the Trust does not directly engage in the production or sale of oil, gas, or related services, nor does it provide services to external clients in a traditional business sense.

Therefore, Cross Timbers Royalty Trust does not have "major customers" in the conventional sense of companies or individuals purchasing goods or services from it. However, if "customers" is interpreted as the primary beneficiaries or stakeholders that the Trust serves through its distributions, then its focus is on its investors (unitholders). Based on this interpretation, the Trust primarily serves:

  • Individual Investors: Retail investors who purchase units of CRT on public exchanges for the purpose of receiving regular distributions from the Trust's income.
  • Institutional Investors: Large organizations such as investment funds (mutual funds, hedge funds, pension funds, endowments), and other financial institutions that hold significant blocks of CRT units as part of their investment portfolios.

AI Analysis | Feedback

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Argent Trust Company, Trustee

Argent Trust Company serves as the independent Trustee for the Cross Timbers Royalty Trust. In this fiduciary role, it is responsible for the entire governance and administration of the Trust, including calculating and distributing the monthly cash payouts to unitholders. The Trustee's core purpose, derived from the Trust Indenture, involves collecting net profits income from the underlying oil and gas properties, managing necessary administrative expenses, and timely distributing the remaining net proceeds to the unitholders.

Nancy Willis, Director of Royalty Trust Services, Argent Trust Company, Trustee

Nancy Willis is the Director of Royalty Trust Services at Argent Trust Company, which acts as the Trustee for Cross Timbers Royalty Trust. She serves as a contact for the Trust.

AI Analysis | Feedback

The key risks to Cross Timbers Royalty Trust (CRT) primarily stem from its nature as an oil and gas royalty trust and its operational characteristics:

  1. Volatility of Oil and Natural Gas Prices: The income and distributable cash flow of Cross Timbers Royalty Trust are highly dependent on the prices of oil and natural gas. Significant fluctuations or a sustained decline in commodity prices can directly and materially reduce the trust's revenue and, consequently, its distributions to unitholders. Falling commodity prices have previously weighed on the trust's income, and its future results are inherently tied to these volatile prices.
  2. Decline in Production and Reserves of Underlying Properties: As a royalty trust, CRT's long-term viability and income are contingent upon the continued production and the quantity of recoverable reserves from the oil and gas properties in which it holds interests. A natural decline in production volumes from these properties, or a downward revision of estimated reserves, would lead to reduced revenue for the trust. This risk is amplified by the fact that the trust's income can be impacted by a decrease in its oil and gas volumes.
  3. Micro-Cap Status and Low Trading Volume: Cross Timbers Royalty Trust is categorized as a micro-cap company with a relatively small market capitalization. This status can lead to increased stock price volatility and lower trading liquidity compared to larger companies. Low trading volume can make it challenging to buy or sell large blocks of shares without significantly impacting the stock price, posing a liquidity risk for investors.

AI Analysis | Feedback

The accelerated global transition to renewable energy sources and electric vehicles, which could lead to a sustained decrease in demand and prices for oil and natural gas, directly threatening the profitability and value of Cross Timbers Royalty Trust's underlying fossil fuel assets.

AI Analysis | Feedback

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AI Analysis | Feedback

For Cross Timbers Royalty Trust (CRT), a company operating as an express trust holding net profits interests in oil and gas properties, future revenue growth over the next 2-3 years will primarily be driven by external market factors given its passive operational model and static asset base.

The key expected drivers of future revenue growth include:

  • Increases in Crude Oil Prices: As a royalty trust with significant net profits interests in producing oil properties, the revenue of Cross Timbers Royalty Trust is highly sensitive to fluctuations in the market price of crude oil. An increase in crude oil prices would directly lead to higher revenue for the trust.
  • Increases in Natural Gas Prices: Similarly, given the trust's holdings in natural gas properties, an upward trend in natural gas prices would positively impact its overall revenue.
  • Stabilization or Enhancement of Production Volumes from Underlying Properties: While Cross Timbers Royalty Trust cannot add new properties, any successful efforts by the operators of its existing oil and gas properties to stabilize natural decline rates or improve production efficiencies could contribute to maintaining or growing the trust's revenue base. However, recent trends have shown declines in oil and gas volumes.

AI Analysis | Feedback

Share Repurchases

  • Cross Timbers Royalty Trust has reported a 0.00% share buyback ratio as of February 28, 2026, indicating no share repurchases.
  • The number of shares outstanding for Cross Timbers Royalty Trust has remained consistently at 6,000,000 units from 2020 through 2025.

Share Issuance

  • The number of shares outstanding for Cross Timbers Royalty Trust has remained consistently at 6,000,000 units from 2020 through 2025, indicating no share issuances.

Capital Expenditures

  • Cross Timbers Royalty Trust has reported zero capital expenditures for the years 2020 through 2025.
  • Capital and operating expenses related to the underlying oil and gas properties are deducted by the operators (XTO Energy Inc., an ExxonMobil affiliate) before net profits are distributed to the Trust.

Latest Trefis Analyses

Title
0ARTICLES

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

CRTPBTMedian
NameCross Ti.Permian . 
Mkt Price10.8428.8119.82
Mkt Cap0.11.30.7
Rev LTM41711
Op Inc LTM3159
FCF LTM---
FCF 3Y Avg---
CFO LTM---
CFO 3Y Avg---

Growth & Margins

CRTPBTMedian
NameCross Ti.Permian . 
Rev Chg LTM-34.2%-31.1%-32.7%
Rev Chg 3Y Avg-32.4%-32.2%-32.3%
Rev Chg Q-62.3%16.2%-23.1%
QoQ Delta Rev Chg LTM-22.3%3.1%-9.6%
Op Inc Chg LTM-46.6%-34.6%-40.6%
Op Inc Chg 3Y Avg-38.3%-34.5%-36.4%
Op Mgn LTM70.8%88.6%79.7%
Op Mgn 3Y Avg83.1%92.6%87.9%
QoQ Delta Op Mgn LTM-6.6%-0.1%-3.3%
CFO/Rev LTM---
CFO/Rev 3Y Avg---
FCF/Rev LTM---
FCF/Rev 3Y Avg---

Valuation

CRTPBTMedian
NameCross Ti.Permian . 
Mkt Cap0.11.30.7
P/S14.680.847.7
P/Op Inc20.691.255.9
P/EBIT20.691.255.9
P/E20.391.255.7
P/CFO---
Total Yield4.9%1.1%3.0%
Dividend Yield0.0%0.0%0.0%
FCF Yield 3Y Avg---
D/E0.00.00.0
Net D/E-0.0-0.0-0.0

Returns

CRTPBTMedian
NameCross Ti.Permian . 
1M Rtn2.6%14.2%8.4%
3M Rtn12.0%39.1%25.5%
6M Rtn41.1%60.7%50.9%
12M Rtn17.7%156.6%87.1%
3Y Rtn-43.2%32.7%-5.3%
1M Excs Rtn4.6%16.2%10.4%
3M Excs Rtn4.7%31.9%18.3%
6M Excs Rtn29.4%52.1%40.8%
12M Excs Rtn-3.2%135.6%66.2%
3Y Excs Rtn-109.4%-38.4%-73.9%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Single Segment7121275
Total7121275


Price Behavior

Price Behavior
Market Price$10.84 
Market Cap ($ Bil)0.1 
First Trading Date02/28/1992 
Distance from 52W High-0.6% 
   50 Days200 Days
DMA Price$10.63$8.76
DMA Trendupup
Distance from DMA2.0%23.7%
 3M1YR
Volatility29.7%30.3%
Downside Capture-18.879.55
Upside Capture29.0726.91
Correlation (SPY)-17.7%-2.2%
CRT Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta0.430.14-0.41-0.22-0.060.36
Up Beta0.76-0.20-0.87-0.32-0.490.38
Down Beta-0.32-0.92-1.25-1.14-0.370.49
Up Capture12%25%35%32%17%3%
Bmk +ve Days13283667141432
Stock +ve Days7173062120349
Down Capture103%105%-41%-15%20%66%
Bmk -ve Days7132757109318
Stock -ve Days11223056119382

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CRT
CRT17.9%30.2%0.55-
Sector ETF (XLE)44.1%20.6%1.6718.2%
Equity (SPY)22.5%12.2%1.37-2.5%
Gold (GLD)22.3%27.2%0.721.7%
Commodities (DBC)34.8%19.0%1.4416.8%
Real Estate (VNQ)12.9%13.5%0.651.7%
Bitcoin (BTCUSD)-44.1%42.1%-1.26-1.9%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CRT
CRT10.7%50.4%0.38-
Sector ETF (XLE)20.4%26.0%0.7143.1%
Equity (SPY)13.2%17.1%0.6018.6%
Gold (GLD)16.4%18.2%0.737.0%
Commodities (DBC)9.1%19.4%0.3631.8%
Real Estate (VNQ)2.9%18.8%0.0516.3%
Bitcoin (BTCUSD)9.5%54.6%0.374.8%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CRT
CRT4.5%46.0%0.27-
Sector ETF (XLE)10.1%29.6%0.3846.8%
Equity (SPY)15.0%17.9%0.7228.1%
Gold (GLD)12.4%16.1%0.644.9%
Commodities (DBC)7.0%18.0%0.3131.6%
Real Estate (VNQ)5.7%20.7%0.2427.2%
Bitcoin (BTCUSD)60.8%66.8%1.007.5%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date5292026
Short Interest: Shares Quantity0.0 Mil
Short Interest: % Change Since 5152026-4.8%
Average Daily Volume0.0 Mil
Days-to-Cover Short Interest1.2 days
Basic Shares Quantity6.0 Mil
Short % of Basic Shares0.4%

Earnings Returns History

Updated 6/3/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/18/2026-1.5%-1.0% 
3/20/20261.3%9.4%9.0%
1/20/20262.2%0.9%4.3%
11/17/2025-0.6%-0.8%-13.9%
9/19/2025-4.5%-0.8%-7.1%
6/20/2025-1.0%0.4%-2.2%
3/21/20250.6%5.3%-12.2%
1/21/20250.0%5.9%6.3%
...
SUMMARY STATS   
# Positive202221
# Negative151313
Median Positive2.4%5.6%8.5%
Median Negative-1.5%-3.5%-6.1%
Max Positive8.4%18.5%30.6%
Max Negative-4.5%-14.4%-24.1%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202605/14/202610-Q
12/31/202503/27/202610-K
09/30/202511/13/202510-Q
06/30/202508/13/202510-Q
03/31/202505/14/202510-Q
12/31/202403/27/202510-K
09/30/202411/13/202410-Q
06/30/202408/13/202410-Q
03/31/202405/14/202410-Q
12/31/202304/01/202410-K
09/30/202311/13/202310-Q
06/30/202308/11/202310-Q
03/31/202305/12/202310-Q
12/31/202203/30/202310-K
09/30/202211/14/202210-Q
06/30/202208/12/202210-Q

Insider Activity

Updated 6/4/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Oliver, Eric LSoftVest, LPBuy604202610.525,74860,4699,064,263Form
2Oliver, Eric LSoftVest, LPBuy602202610.434,64248,4168,926,766Form
3Oliver, Eric LSoftVest, LPBuy602202610.379,29796,4108,827,276Form
4Oliver, Eric LSoftVest, LPBuy528202610.8823,386254,4409,160,253Form
5Oliver, Eric LSoftVest, LPBuy522202610.8718,902205,4658,897,628Form
Core Cache Last Updated: 6/10/2026