Soft Vest Advisors, LLC Portfolio Holdings by Sector
Soft Vest Advisors, LLC
- $602 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Oil & Gas E&P | Energy
TPL 1 stocks |
$347,574
57.71% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
XOP XOP GLD 3 stocks |
$201,044
33.38% of portfolio
|
2
|
- |
2
|
- |
1
Calls
1
Puts
|
|
Oil & Gas Midstream | Energy
PBT 1 stocks |
$52,669
8.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Thermal Coal | Energy
ARLP 1 stocks |
$1,023
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|