SoftVest Advisors, LLC

4 filings 1 distinct issuers Active 2025-10-10 → 2026-07-29

Track Record

Total filings

2 SCHEDULE 13D/A · 2 SCHEDULE

Distinct issuers

25% issuer diversity

Median stake

13.3%

6,217,107 avg shares

AI briefs cached

0/4

intent-classified filings

Backtested Performance · post-filing returns (split + dividend adjusted)

Median 30d

0.0%

across 3 filings · win rate 0%

Median 60d

0.0%

across 3 filings · win rate 33%

Median 90d

0.0%

across 2 filings · win rate 0%

Median 1y

—

across 0 filings · win rate —

Anchor: closest trading day on/after filing's date_of_event. Source: Yahoo Finance daily adj_close. Past performance is not indicative of future results.

Filings · 4 total

Filed	Form	Issuer	Stake	Shares
2026-07-29	SCHEDULE 13D/A	PERMIAN BASIN ROYALTY TRUSTPBT	—	6,217,107	view →
2026-05-18	SCHEDULE 13D/A	PERMIAN BASIN ROYALTY TRUSTPBT	—	6,217,107	view →
2025-12-29	SCHEDULE	PERMIAN BASIN ROYALTY TRUSTPBT	13.30%	6,217,107	view →
2025-10-10	SCHEDULE	PERMIAN BASIN ROYALTY TRUSTPBT	13.30%	6,217,107	view →

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