SoftVest Advisors

Latest statistics and disclosures from SoftVest Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TPL, XOP, PBT, GLD, ARLP, and represent 100.00% of SoftVest Advisors's stock portfolio.
  • Added to shares of these 2 stocks: XOP (+$183M), PBT.
  • Started 1 new stock position in XOP.
  • Reduced shares in these 1 stock: ARLP.
  • SoftVest Advisors was a net buyer of stock by $183M.
  • SoftVest Advisors has $603M in assets under management (AUM), dropping by 69.62%.
  • Central Index Key (CIK): 0001803391

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Portfolio Holdings for SoftVest Advisors

SoftVest Advisors holds 5 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Texas Pacific Land Corp (TPL) 57.7 $348M 393k 884.74
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Spdr Ser Tr S&p Oilgas Exp Put Option (XOP) 30.3 $183M NEW 1.4M 131.52
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Permian Basin Rty Tr Unit Ben Int (PBT) 8.7 $53M 4.4M 11.89
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Spdr Gold Tr Gold Shs Put Option (GLD) 3.0 $18M 75k 243.06
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Alliance Resource Partners L Ut Ltd Part (ARLP) 0.2 $1.0M -9% 41k 25.00
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Past Filings by SoftVest Advisors

SEC 13F filings are viewable for SoftVest Advisors going back to 2019

View all past filings