SoftVest Advisors, LLC has recently filed an amendment to its Schedule 13G, detailing its ownership stake in Cross Timbers Royalty Trust. This filing, dated October 30, 2026, reveals that SoftVest holds 1,019,426 units of beneficial interest, representing 17% of the trust's total units. This significant ownership underscores SoftVest's commitment to its investment strategy in the oil royalty sector.

Cross Timbers Royalty Trust operates under the oil royalty traders classification, and SoftVest's continued investment in this trust reflects its strategic positioning within this competitive industry. The filing indicates that SoftVest Advisors is not seeking to influence control over the trust but is instead focused on managing its investment.

Background

SoftVest Advisors, LLC, incorporated in Delaware, is an investment advisory firm based in Abilene, Texas. The firm specializes in managing investments and has a history of filing various reports with the SEC, including recent filings such as Schedule 13G/A and 13F-HR. SoftVest Advisors is known for its strategic investments in various sectors, including oil and gas.

What the Filing Says

The recent filing states, "SoftVest, LP directly holds 1,019,426 units of beneficial interest of Cross Timbers Royalty Trust." The filing also clarifies that the securities were not acquired for the purpose of influencing control over the issuer.

Impact

This update may impact various stakeholders, including other investors in Cross Timbers Royalty Trust and competitors in the oil royalty sector. By maintaining a significant stake, SoftVest Advisors may influence market perceptions and investment strategies within this niche.

What's Next

The filing does not say what happens next.