Soft Vest Advisors, LLC Portfolio Holdings

Soft Vest Advisors, LLC

  • $993 Million
  • Q4 2024

Soft Vest Advisors, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $993 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Texas Pacific Land Corp with a value of $435M, Permian Basin Royalty Trust with a value of $49.1M, and Ishares Barclays 20+ Year Trea with a value of $15.5M.

Examining the 13F form we can see an increase of $391M in the current position value, from $602M to 993M.

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 $993 Million
ETFs: $504 Million
Energy: $489 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.4B
$435 Million 43.79% of portfolio
393,300
Q1 2024 Added 201.38%
$514M
$49.1 Million 4.94% of portfolio
4,429,695
Q3 2024 Added 1.18%
$0
$15.5 Million 1.56% of portfolio
177,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $993 Million
  • Prior Value $602 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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