SA
| |
SoftVest Advisors, LLC13F | |
| SoftVest Advisors, LLC | |
| Last update 2025-05-15 | 6 Stocks (0 new) |
| Value $1.12 Bil | Turnover 0 % |
SoftVest Advisors, LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TPL | Texas Pacific Land Corp | 393,300 | 521,118.6 | 0% | 46.470 | 0% | 1.710 | -28.37% | -15.03% | 21,547.6 | Oil & Gas | |
SPY
PUT
| SPDR S&P 500 ETF Trust | 450,000 | 251,725.5 | 0% | 22.450 | 0% | 0.040 | +19.62% | +7.94% | 648,846.5 | ||
XOP
PUT
|
SPDR Oil & Gas Exploration and Production ETF
SPDR Oil & Gas Exploration and Production ETF
| 1,760,000 | 231,809.6 | 0% | 20.670 | 0% | 10.410 | +15.35% | -2.52% | 1,773.2 | ||
XOP
CALL
|
SPDR Oil & Gas Exploration and Production ETF
SPDR Oil & Gas Exploration and Production ETF
| 450,000 | 59,269.5 | 0% | 5.290 | 0% | 2.660 | +15.35% | -2.52% | 1,773.2 | ||
PBT | Permian Basin Royalty Trust | 4,429,695 | 43,898.3 | 0% | 3.910 | 0% | 9.500 | +26.89% | +15.13% | 588.7 | Oil & Gas | |
ARLP
CALL
| Alliance Resource Partners LP | 500,000 | 13,640.0 | 0% | 1.220 | 0% | 0.390 | +5.53% | +11.06% | 3,561.3 | Other Energy Sources | |
TLT | iShares 20+ Year Treasury Bond ETF | 0 | 0 | Sold Out | 0.000 | -1.56% | 0.000 | +1.16% | +1.21% | 48,037.1 |
SoftVest Advisors, LLC's Historical Top Holdings Breakdowns
SoftVest Advisors, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Sold Out Sold Out | -1.56% | 85.29 ($89.02) 92.57 | $86.52 | -2.81% | Sold Out | 0 | -177,000 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2024-12-31 | New Buy New Buy | +1.56% | 87.1 ($91.94) 97.66 | $86.52 | -5.90% | New holding | 177,000 | 177,000 | |
ARLP | Alliance Resource Partners LP | 2024-12-31 | Sold Out Sold Out | -0.17% | 24.84 ($26.19) 28.58 | $27.73 | 5.88% | Sold Out | 0 | -40,900 | |
PBT | Permian Basin Royalty Trust | 2024-09-30 | Add Add | +0.10% | 10.5 ($11.25) 12.01 | $12.63 | 12.27% | Add 1.18% | 4,429,695 | 51,500 | |
ARLP | Alliance Resource Partners LP | 2024-09-30 | Reduce Reduce | -0.03% | 22.57 ($24.17) 25.89 | $27.73 | 14.73% | Reduce -9.51% | 40,900 | -4,300 | |
PBT | Permian Basin Royalty Trust | 2024-06-30 | Add Add | +0.25% | 10.75 ($12.14) 13.46 | $12.63 | 4.04% | Add 1.86% | 4,378,195 | 80,000 | |
ARLP | Alliance Resource Partners LP | 2024-06-30 | Reduce Reduce | -0.03% | 20.14 ($22.67) 24.91 | $27.73 | 22.32% | Reduce -9.6% | 45,200 | -4,800 | |
PBT | Permian Basin Royalty Trust | 2024-03-31 | Add Add | +0.61% | 11.16 ($13.59) 15.65 | $12.63 | -7.06% | Add 3.62% | 4,298,195 | 150,000 | |
TPL | Texas Pacific Land Corp | 2024-03-31 | Add Add | +0.35% | 474.85 ($514.81) 578.51 | $937.37 | 82.08% | Add 0.46% | 393,300 | 1,800 | |
PB | Prosperity Bancshares Inc | 2023-09-30 | Sold Out Sold Out | -0.21% | 52.86 ($58.03) 63.32 | $72.89 | 25.61% | Sold Out | 0 | -10,871 |
SoftVest Advisors, LLC Total Holding History ($B)
SoftVest Advisors, LLC's Asset Allocation
SoftVest Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
SoftVest Advisors, LLC's Hypothetical Growth since 2025-03-31
SoftVest Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SoftVest Advisors, LLC's Holdings Heat Map
Size field:
SoftVest Advisors, LLC's Holdings Bubble Chart
SoftVest Advisors, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers