SoftVest Advisors

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

  • Top 5 stock holdings are TPL, PBT, XOP, USO, TLT, and represent 97.59% of SoftVest Advisors's stock portfolio.
  • Added to shares of these 5 stocks: TPL (+$31M), USO (+$21M), TLT (+$19M), SPY (+$14M), CRT.
  • Started 3 new stock positions in TLT, USO, SPY.
  • SoftVest Advisors was a net buyer of stock by $88M.
  • SoftVest Advisors has $921M in assets under management (AUM), dropping by 5.62%.
  • Central Index Key (CIK): 0001803391

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Portfolio Holdings for SoftVest Advisors

SoftVest Advisors holds 7 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Texas Pacific Land Corp (TPL) 73.3 $675M +4% 1.5M 437.64
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Permian Basin Rty Tr Unit Ben Int (PBT) 16.9 $156M 6.2M 25.04
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Spdr Series Trust Sp O&g Expl Pro Put Option (XOP) 3.0 $28M 180k 154.26
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United Sts Oil Units Put Option (USO) 2.3 $21M NEW 200k 106.44
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Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT) 2.1 $19M NEW 223k 86.10
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State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY) 1.5 $14M NEW 19k 746.77
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Cross Timbers Rty Tr Tr Unit (CRT) 0.9 $8.4M +32% 925k 9.04
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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