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Evermay Wealth Management’s Texas Pacific Land TPL Stock Holding History

Evermay Wealth Management’s Portfolio TPL Stock Details TPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6
Closed -$2.11K – 573
2025
Q2 		$2.11K Buy
+6
New +$2.45K ﹤0.01% 501

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evermay Wealth Management's TPL Position: Q3 2025 in Review

Evermay Wealth Management sold out of Texas Pacific Land (TPL) in Q3 2025, closing a stake of 6 shares — an estimated $2.11K sold.

Evermay Wealth Management first reported a position in TPL in Q2 2025 and held it in 1 quarter. The position peaked at $2.11K in Q2 2025. 715 funds tracked by Wall St. Rank hold TPL as of Q3 2025.

  • Evermay Wealth Management reported no remaining Texas Pacific Land position as of Q3 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 6 Texas Pacific Land shares in Q3 2025, an estimated $2.11K.
  • Evermay Wealth Management first reported a position in Texas Pacific Land in Q2 2025 and held it in 1 quarter.
  • Evermay Wealth Management's Texas Pacific Land position peaked at $2.11K in Q2 2025.
  • 715 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2025.

Based on Evermay Wealth Management's 13F filing for Q3 2025, filed 5 Nov 2025.