Softvest Advisors, LLC Top Holdings and 13F Report (2026) About Softvest Advisors, LLCInvestment ActivitySoftvest Advisors, LLC has $921.06 million in total holdings as of June 30, 2026.Softvest Advisors, LLC owns shares of 7 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 9.50% of the portfolio was purchased this quarter.This quarter, Softvest Advisors, LLC has purchased 4 new stocks and bought additional shares in 2 stocks.Softvest Advisors, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Texas Pacific Land $674,971,734Permian Basin Royalty Trust $155,676,359SPDR S&P Oil & Gas Exploration & Production ETF $27,766,800United States Oil Fund $21,288,000iShares 20+ Year Treasury Bond ETF $19,183,080 Largest New Holdings this Quarter 91232N207 - United States Oil Fund $21,288,000 Holding464287432 - iShares 20+ Year Treasury Bond ETF $19,183,080 Holding78462F103 - SPDR S&P 500 ETF Trust $13,815,245 Holding Largest Purchases this Quarter Texas Pacific Land 71,100 shares (about $31.12M)United States Oil Fund 200,000 shares (about $21.29M)iShares 20+ Year Treasury Bond ETF 222,800 shares (about $19.18M)SPDR S&P 500 ETF Trust 18,500 shares (about $13.82M)Cross Timbers Royalty Trust 227,067 shares (about $2.05M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSoftvest Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTPLTexas Pacific Land$674,971,734$31,116,204 â–²4.8%1,542,29973.3%EnergyPBTPermian Basin Royalty Trust$155,676,3590.0%6,217,10716.9%EnergyXOPSPDR S&P Oil & Gas Exploration & Production ETF$27,766,8000.0%180,0003.0%ETFUSOUnited States Oil Fund$21,288,000$21,288,000 â–²New Holding200,0002.3%ETFTLTiShares 20+ Year Treasury Bond ETF$19,183,080$19,183,080 â–²New Holding222,8002.1%ETFSPYSPDR S&P 500 ETF Trust$13,815,245$13,815,245 â–²New Holding18,5001.5%ETFCRTCross Timbers Royalty Trust$8,361,638$2,052,686 â–²32.5%924,9600.9%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
