SoftVest Advisors, LLC

All 13F Filings

Location
Abilene, TX
Most recent 13F
Q2 2026
Holdings value ($000)
921,063
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/14/2026 9 921,063 13F-HR SoftVest Advisors, LLC
Q1 2026 5/15/2026 5 872,077 13F-HR SoftVest Advisors, LLC
Q4 2025 2/13/2026 3 455,195 13F-HR SoftVest Advisors, LLC
Q3 2025 11/12/2025 3 491,916 13F-HR SoftVest Advisors, LLC
Q2 2025 8/14/2025 6 795,257 13F-HR SoftVest Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 292.2 K (31.7% of total reported value) · QoQ Δ: +65.34 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 628.9 K 100.0% 0 16.35 K -16.35 K
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Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
921,063
Holdings
9
QoQ value change ($000)
48,986 (5.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.