Litman Gregory Wealth Management’s Texas Pacific Land TPL Stock Holding History

Litman Gregory 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 Q4	$280K	Sell	975 -540	-36%	-$165K	0.02%	128
2025 Q3	$471K	Sell	1,515 -75	-5%	-$23.6K	0.04%	100
2025 Q2	$560K	Sell	1,590 -1,650	-51%	-$675K	0.04%	87
2025 Q1	$1.43M	Sell	3,240 -2,559	-44%	-$1.14M	0.12%	62
2024 Q4	$2.14M	Sell	5,799 -111	-2%	-$45.4K	0.19%	51
2024 Q3	$1.74M	Sell	5,910 -2,142	-27%	-$588K	0.15%	56
2024 Q2	$1.97M	Sell	8,052 -4,890	-38%	-$1.03M	0.17%	53
2024 Q1	$2.5M	Sell	12,942 -2,079	-14%	-$357K	0.23%	52
2023 Q4	$2.62M	Sell	15,021 -2,025	-12%	-$385K	0.25%	48
2023 Q3	$3.45M	Buy	+17,046	New	+$3.22M	0.36%	47

Other funds holding TPL

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PHAM

Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return

Litman Gregory Wealth Management's TPL Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its Texas Pacific Land (TPL) stake by 36% in Q4 2025, selling an estimated $165K and leaving 975 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #128.

Litman Gregory Wealth Management first reported a position in TPL in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.45M in Q3 2023. 736 funds tracked by Wall St. Rank hold TPL as of Q4 2025.

Litman Gregory Wealth Management held 975 shares of Texas Pacific Land worth $280K as of Q4 2025.
Litman Gregory Wealth Management sold 540 Texas Pacific Land shares in Q4 2025, an estimated $165K.
Texas Pacific Land made up 0.02% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #128 holding.
Litman Gregory Wealth Management first reported a position in Texas Pacific Land in Q3 2023 and has held it in 10 quarters since.
Litman Gregory Wealth Management's Texas Pacific Land position peaked at $3.45M in Q3 2023.
736 funds tracked by Wall St. Rank held Texas Pacific Land as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.