Soft Vest Advisors, LLC Portfolio Holdings by Sector
Soft Vest Advisors, LLC
- $795 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Oil & Gas E&P | Energy
TPL 1 stocks |
$415,478
52.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
SPY XOP XOP 3 stocks |
$289,374
36.39% of portfolio
|
- |
  2  
|
- | - |
0
Calls
2
Puts
|
Oil & Gas Midstream | Energy
PBT 1 stocks |
$77,334
9.72% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Thermal Coal | Energy
ARLP 1 stocks |
$13,070
1.64% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|