Soft Vest Advisors, LLC Portfolio Holdings

Soft Vest Advisors, LLC

  • $1.12 Billion
  • Q1 2025

Soft Vest Advisors, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.12 Billion 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 $521M and Permian Basin Royalty Trust with a value of $43.9M.

Examining the 13F form we can see an increase of $128M in the current position value, from $993M to 1.12B.

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 $1.12 Billion
Energy: $579 Million
ETFs: $543 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.5B
$521 Million 46.47% of portfolio
393,300
Q1 2024 Added 201.38%
$516M
$43.9 Million 3.91% of portfolio
4,429,695
Q3 2024 Added 1.18%

Summary

  • Portfolio
  • No. of Stocks 6
  • Current Value $1.12 Billion
  • Prior Value $993 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Soft Vest Advisors, LLC Portfolio

Follow Soft Vest Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Soft Vest Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Soft Vest Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email