SoftVest Advisors

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

  • Top 5 stock holdings are TPL, PBT, XOP, CRT, and represent 100.00% of SoftVest Advisors's stock portfolio.
  • Added to shares of these 3 stocks: TPL (+$138M), XOP (+$18M), CRT (+$7.4M).
  • Started 1 new stock position in CRT.
  • SoftVest Advisors was a net buyer of stock by $163M.
  • SoftVest Advisors has $872M in assets under management (AUM), dropping by 91.58%.
  • Central Index Key (CIK): 0001803391

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Portfolio Holdings for SoftVest Advisors

SoftVest Advisors holds 4 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Texas Pacific Land Corp (TPL) 80.1 $698M +24% 1.5M 474.56
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Permian Basin Rty Tr Unit Ben Int (PBT) 15.3 $134M 6.2M 21.52
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Spdr Series Trust State Street Spd Put Option (XOP) 3.8 $33M +116% 180k 181.83
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Cross Timbers Rty Tr Tr Unit (CRT) 0.8 $7.4M NEW 698k 10.58
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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