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Softvest Advisors, LLC Top Holdings and 13F Report (2026)

About Softvest Advisors, LLC

Investment Activity

  • Softvest Advisors, LLC has $872.08 million in total holdings as of March 31, 2026.
  • Softvest Advisors, LLC owns shares of 4 different stocks, but just 1 company or ETF makes up 80% of its holdings.
  • Approximately 18.67% of the portfolio was purchased this quarter.
  • This quarter, Softvest Advisors, LLC has purchased 3 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 New Holdings this Quarter

22757R109 - Cross Timbers Royalty Trust
$7,383,708 Holding

Largest Purchases this Quarter

Texas Pacific Land
290,399 shares (about $137.81M)
Cross Timbers Royalty Trust
697,893 shares (about $7.38M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSoftvest Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$698,172,197$137,811,749 â–²24.6%1,471,19980.1%Energy
Permian Basin Royalty Trust stock logo
PBT
Permian Basin Royalty Trust
$133,792,1430.0%6,217,10715.3%Energy
SPDR S&P Oil & Gas Exploration & Production ETF stock logo
XOP
SPDR S&P Oil & Gas Exploration & Production ETF
$32,729,400$17,637,510 â–²116.9%180,0003.8%ETF
Cross Timbers Royalty Trust stock logo
CRT
Cross Timbers Royalty Trust
$7,383,708$7,383,708 â–²New Holding697,8930.8%Energy

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data