Soft Vest Advisors, LLC Portfolio Holdings

Soft Vest Advisors, LLC

  • $795 Million
  • Q2 2025

Soft Vest Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $795 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 $415M and Permian Basin Royalty Trust with a value of $77.3M.

Examining the 13F form we can see an decrease of $326M in the current position value, from $1.12B to 795M.

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 $795 Million
Energy: $506 Million
ETFs: $289 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.29B
$415 Million 52.24% of portfolio
393,300
Q1 2024 Added 201.38%
$835M
$77.3 Million 9.72% of portfolio
6,206,624
Q2 2025 Added 40.11%

Summary

  • Portfolio
  • No. of Stocks 6
  • Current Value $795 Million
  • Prior Value $1.12 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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