SoftVest Advisors’s Alliance Resource Partners ARLP Stock Holding History

SoftVest Advisors’s Portfolio ARLP Stock Details ARLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-40,900	Closed	-$1.07M	–	11
2024 Q3	$1.02M	Sell	40,900 -4,300	-10%	-$104K	0.17%	6
2024 Q2	$1.11M	Sell	45,200 -4,800	-10%	-$109K	0.31%	4
2024 Q1	$1M	Hold	50,000	–	–	0.34%	4
2023 Q4	$1.06M	Hold	50,000	–	–	0.35%	5
2023 Q3	$1.13M	Hold	50,000	–	–	0.31%	6
2023 Q2	$925K	Sell	50,000 -3,100	-6%	-$59.5K	0.32%	4
2023 Q1	$1.07M	Sell	53,100 -56,900	-52%	-$1.16M	0.33%	3
2022 Q4	$2.24M	Hold	110,000	–	–	0.52%	4
2022 Q3	$2.52M	Hold	110,000	–	–	0.78%	5
2022 Q2	$2M	Hold	110,000	–	–	0.7%	6
2022 Q1	$1.7M	Hold	110,000	–	–	0.62%	6
2021 Q4	$1.39M	Hold	110,000	–	–	0.42%	10
2021 Q3	$1.2M	Hold	110,000	–	–	0.53%	9
2021 Q2	$793K	Hold	110,000	–	–	0.31%	7
2021 Q1	$638K	Buy	+110,000	New	+$632K	0.19%	8

Other funds holding ARLP

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACGA

Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SoftVest Advisors's ARLP Position: Q4 2024 in Review

SoftVest Advisors sold out of Alliance Resource Partners (ARLP) in Q4 2024, closing a stake of 40,900 shares — an estimated $1.07M sold.

SoftVest Advisors first reported a position in ARLP in Q1 2021 and held it in 15 quarters. The position peaked at $2.52M in Q3 2022. 163 funds tracked by Wall St. Rank hold ARLP as of Q4 2024.

SoftVest Advisors reported no remaining Alliance Resource Partners position as of Q4 2024 after selling out during the quarter.
SoftVest Advisors sold 40,900 Alliance Resource Partners shares in Q4 2024, an estimated $1.07M.
SoftVest Advisors first reported a position in Alliance Resource Partners in Q1 2021 and held it in 15 quarters.
SoftVest Advisors's Alliance Resource Partners position peaked at $2.52M in Q3 2022.
163 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2024.

Based on SoftVest Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.