SoftVest Advisors
Latest statistics and disclosures from SoftVest Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TPL, XOP, SPY, TLT, PBT, and represent 97.64% of SoftVest Advisors's stock portfolio.
- Added to shares of these 4 stocks: SPY (+$117M), XOP (+$110M), TLT (+$75M), ARLP.
- Started 2 new stock positions in TLT, SPY.
- SoftVest Advisors was a net buyer of stock by $306M.
- SoftVest Advisors has $993M in assets under management (AUM), dropping by 64.82%.
- Central Index Key (CIK): 0001803391
Tip: Access up to 7 years of quarterly data
Positions held by SoftVest Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv

Portfolio Holdings for SoftVest Advisors
SoftVest Advisors holds 7 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Texas Pacific Land Corp (TPL) | 43.8 | $435M | 393k | 1105.96 |
|
|
Spdr Ser Tr S&p Oilgas Exp Put Option (XOP) | 29.6 | $294M | +59% | 2.2M | 132.37 |
|
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 11.8 | $117M | NEW | 200k | 586.08 |
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 7.5 | $75M | NEW | 857k | 87.33 |
|
Permian Basin Rty Tr Unit Ben Int (PBT) | 4.9 | $49M | 4.4M | 11.08 |
|
|
Spdr Gold Tr Gold Shs Put Option (GLD) | 1.8 | $18M | 75k | 242.13 |
|
|
Alliance Resource Partners L Ut Ltd Part Call Option (ARLP) | 0.5 | $5.3M | +388% | 200k | 26.29 |
|
Past Filings by SoftVest Advisors
SEC 13F filings are viewable for SoftVest Advisors going back to 2019
- SoftVest Advisors 2024 Q4 filed Feb. 13, 2025
- SoftVest Advisors 2024 Q3 filed Nov. 14, 2024
- SoftVest Advisors 2024 Q2 filed Aug. 13, 2024
- SoftVest Advisors 2024 Q1 filed May 14, 2024
- SoftVest Advisors 2023 Q3 filed Nov. 14, 2023
- SoftVest Advisors 2023 Q2 filed Aug. 14, 2023
- SoftVest Advisors 2023 Q1 filed May 15, 2023
- SoftVest Advisors 2022 Q4 filed Feb. 14, 2023
- SoftVest Advisors 2022 Q3 filed Nov. 14, 2022
- SoftVest Advisors 2022 Q2 filed Aug. 12, 2022
- SoftVest Advisors 2022 Q1 filed May 13, 2022
- SoftVest Advisors 2021 Q4 filed Feb. 14, 2022
- SoftVest Advisors 2021 Q3 filed Nov. 15, 2021
- SoftVest Advisors 2021 Q2 filed Aug. 16, 2021
- SoftVest Advisors 2021 Q1 filed May 17, 2021
- SoftVest Advisors 2020 Q1 restated filed March 2, 2021