SoftVest Advisors

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

  • Top 5 stock holdings are TPL, PBT, XOP, and represent 100.00% of SoftVest Advisors's stock portfolio.
  • Added to shares of these 2 stocks: TPL, PBT.
  • Reduced shares in these 3 stocks: XOP (-$163M), , .
  • Sold out of its positions in ARLP, SPY.
  • SoftVest Advisors was a net seller of stock by $-299M.
  • SoftVest Advisors has $492M in assets under management (AUM), dropping by -38.14%.
  • Central Index Key (CIK): 0001803391

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Portfolio Holdings for SoftVest Advisors

SoftVest Advisors holds 3 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Texas Pacific Land Corp (TPL) 74.7 $368M 394k 933.64
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Permian Basin Rty Tr Unit Ben Int (PBT) 23.1 $114M 6.2M 18.25
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Spdr Series Trust S&p Oilgas Exp Put Option (XOP) 2.2 $11M -93% 83k 132.20
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Past Filings by SoftVest Advisors

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

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