Valeo Financial Advisors’s Texas Pacific Land TPL Stock Holding History

Valeo Financial Advisors’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
2026 Q1	–	Sell	-1,617	Closed	-$464K	–	883
2025 Q4	$464K	Buy	1,617 +18	+1%	+$5.5K	0.01%	485
2025 Q3	$498K	Buy	1,599 +12	+0.8%	+$3.78K	0.01%	465
2025 Q2	$559K	Sell	1,587 -9	-0.6%	-$3.68K	0.01%	424
2025 Q1	$705K	Buy	1,596 +6	+0.4%	+$2.67K	0.02%	331
2024 Q4	$586K	Buy	1,590 +3	+0.2%	+$1.23K	0.02%	374
2024 Q3	$468K	Buy	+1,587	New	+$436K	0.01%	423

Other funds holding TPL

HKAM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

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

Valeo Financial Advisors's TPL Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Texas Pacific Land (TPL) in Q1 2026, closing a stake of 1,617 shares — an estimated $464K sold.

Valeo Financial Advisors first reported a position in TPL in Q3 2024 and held it in 6 quarters. The position peaked at $705K in Q1 2025. 863 funds tracked by Wall St. Rank hold TPL as of Q1 2026.

Valeo Financial Advisors reported no remaining Texas Pacific Land position as of Q1 2026 after selling out during the quarter.
Valeo Financial Advisors sold 1,617 Texas Pacific Land shares in Q1 2026, an estimated $464K.
Valeo Financial Advisors first reported a position in Texas Pacific Land in Q3 2024 and held it in 6 quarters.
Valeo Financial Advisors's Texas Pacific Land position peaked at $705K in Q1 2025.
863 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.