Soft Vest Advisors, LLC Portfolio Holdings

Soft Vest Advisors, LLC

  • $602 Million
  • Q3 2024

Soft Vest Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $602 Million distributed in 6 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Texas Pacific Land Corp with a value of $348M, Permian Basin Royalty Trust with a value of $52.7M, and Alliance Resource Partners LP with a value of $1.02M.

Examining the 13F form we can see an increase of $247M in the current position value, from $355M to 602M.

Soft Vest Advisors, LLC is based out at Abilene, TX

Below you can find more details about Soft Vest Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $602 Million
Energy: $401 Million
ETFs: $201 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.6B
$348 Million 57.71% of portfolio
393,300
Q1 2024 Added 201.38%
$612M
$52.7 Million 8.74% of portfolio
4,429,695
Q3 2024 Added 1.18%
$3.54B
$1.02 Million 0.17% of portfolio
40,900
Q3 2024 Reduced 9.51%

Summary

  • Portfolio
  • No. of Stocks 6
  • Current Value $602 Million
  • Prior Value $355 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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