Mesa Royalty Trust (MTR) — Strategic Asset Allocation Index
Mesa Royalty Trust (MTR) has a Strategic Asset Allocation Index of 38.4% as of December 2025. Strategic assets (PP&E of $1.21 Million plus long-term investments of $-) total $1.21 Million, measured against net assets of $3.16 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See MTR net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Mesa Royalty Trust Strategic Asset Allocation Index (2014–2025)
This chart shows how Mesa Royalty Trust's Strategic Asset Allocation Index has evolved across 11 annual periods from 2014 to 2025. As of December 2025, the index stands at 38.4%, representing strategic assets of $1.21 Million against net assets of $3.16 Million USD. For live market cap and overall valuation, see Mesa Royalty Trust (MTR) total market value.
Annual Strategic Asset Allocation Index for Mesa Royalty Trust (2014–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Mesa Royalty Trust from 2014 to 2025, covering 11 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See shareholders equity of Mesa Royalty Trust for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 38.4% | $1.21 Million | $1.21 Million | $- | $3.16 Million | ▼ -1.8 pp |
| 2024 | 40.2% | $1.26 Million | $1.26 Million | $- | $3.13 Million | ▼ -2.9 pp |
| 2023 | 43.1% | $1.31 Million | $1.31 Million | $- | $3.04 Million | ▼ -8.7 pp |
| 2022 | 51.8% | $1.39 Million | $1.39 Million | $- | $2.69 Million | ▼ -7.2 pp |
| 2021 | 58.9% | $1.47 Million | $1.47 Million | $- | $2.50 Million | ▼ -3.2 pp |
| 2019 | 62.2% | $1.61 Million | $1.61 Million | $- | $2.58 Million | ▼ -63.4 pp |
| 2018 | 125.6% | $3.51 Million | $1.75 Million | $1.75 Million | $2.79 Million | ▼ -2.1 pp |
| 2017 | 127.7% | $3.96 Million | $1.98 Million | $1.98 Million | $3.10 Million | ▼ -14.1 pp |
| 2016 | 141.8% | $4.88 Million | $2.44 Million | $2.44 Million | $3.44 Million | ▼ -4.9 pp |
| 2015 | 146.7% | $5.47 Million | $2.73 Million | $2.73 Million | $3.73 Million | ▼ -3.5 pp |
| 2014 | 150.2% | $6.03 Million | $3.01 Million | $3.01 Million | $4.01 Million | — |