Walk into every client review prepared.
Four ready documents for each client with Texas minerals, built from state and county records and prepared with your name and firm.
- Texas Railroad Commission and county records
- Prepared with your name and firm
- Estimates, not appraisals
November 2, 2026
Talking points
- Estimated income over the last 12 filed months was about $84,600, down 9% on the year before.
- 31 of 38 leases are filing production. Production is reported through July 2026.
- The value estimate is $312,000 (likely range $198,000 to $471,000), against a county appraised value of $226,000. An estimate, not an appraisal.
- 6 items changed; those that need a decision are below.
Mineral clients take the most preparation.
Summaries built by hand
Pulling production, estimated income and value into one client summary takes extra work.
One statement per client, with those figures together.Records in two places
Production sits with the state; ownership and value sit with the county.
Both read together, lease by lease, for each client.Changes are easy to miss
Production changes and operator updates are hard to track across many clients.
What changed, listed for every client, with what needs a decision marked.
One client, four documents.
For meetings, client files, operator questions and tax season. Pick a client, open a document, check it on screen, then save it as a PDF or print it.
Review packet
Talking points, a production chart and what changed, for the meeting.
See it ↓ For the client fileClient statement
Income, value and every lease, in one document for the client file.
See it ↓ When production changesLetter to an operator
Asks the operator about a stopped or falling lease, with the figures attached.
See it ↓ At tax timeTax-season summary
Each operator's estimated total for the last 12 filed months, with the period shown, alongside payment records.
See it ↓Your talking points, written before the meeting.
Open a client and the packet is ready, from the latest public figures.
- Four talking points on income, production, value and what changed.
- A chart of your client's share of production: filed months solid, the forecast dashed.
- Each change in plain words: what it means for your client.
November 2, 2026
Your client's share of production, August 2024 to July 2027
BOE: oil and gas added together as barrels of oil equivalent, so one line shows both.
One document for the client file.
Income, value and every lease, prepared with your name and firm.
- Three headline figures: 12-month estimated income, the value estimate with its range, and county value.
- Every lease in the client's book, in Brief or Full detail.
- Sources and the date read, at the foot.
You choose what leads
Mark the leases to discuss, and they go to the top under "Leases to discuss".
November 2, 2026
| Lease | Status | Income, 12 mo |
|---|---|---|
| Red Bluff 22 | No report since Mar | $4,900 |
Every lease
| Lease | County | Status | Income, 12 mo |
|---|---|---|---|
| Caprock Mesa 9 Unit | Midland | Producing | $14,800 |
| Hollis Ranch 14 Unit | Upton | Down 41% | $11,200 |
| Big Lake State 3 | Reagan | Producing | $8,700 |
| + 35 more leases | |||
| Lease | Operator | Interest | Share | Oil, 12 mo | Gas, 12 mo | Income | Value est. | County |
|---|---|---|---|---|---|---|---|---|
| Caprock Mesa 9 Unit | Caprock Mesa Energy | Royalty | 0.004110 | 39,800 | 61,200 | $14,800 | $52,400 | $38,900 |
| Hollis Ranch 14 Unit | Pecos Bend Operating | Royalty | 0.003125 | 40,100 | 95,700 | $11,200 | $31,600 | $24,100 |
| Big Lake State 3 | Red Draw Petroleum | Royalty | 0.002950 | 31,600 | 48,300 | $8,700 | $29,800 | $21,300 |
When production falls or reporting stops, the letter is ready.
A ready letter to the company that runs the wells (the operator), with the public figures attached.
- Are the wells shut in or being repaired, and when will they be back?
- What decimal is on record for your client, and does it match the division order?
- Is any payment on hold, and why?
Signed with your name and firm. You review it, save it and send it yourself. It asks for information; it does not claim money is owed.
November 2, 2026
Pecos Bend Operating
Owner Relations
Re: The Hollis Family Trust, Midland and Upton counties, Texas
Dear Owner Relations team,
We advise The Hollis Family Trust on the mineral interests below. The production reports your company files with the Texas Railroad Commission for these leases show a decline or no recent filings, and we would like to understand what to expect:
| Lease | RRC lease | Change | Last filed |
|---|---|---|---|
| Red Bluff 22 | 7C-48216 | No recent report | Mar 2026 |
| Hollis Ranch 14 Unit | 7C-51073 | −41% | Jul 2026 |
Please tell us, for each lease: whether the wells are shut in or being worked over and when production is expected back; the decimal and division order you hold for our client; and, if any payment is suspended, why and what you need to release it.
Thank you,
Daniel Whitaker
Brazos Ridge Wealth Partners
Each operator's estimate, ready for tax season.
Estimated income for the last 12 filed months, to check beside the 1099-MISC forms and payment records.
- By operator and by lease, with the months shown.
- Production-based estimates, not payments: the 1099 is the record.
- Export clients and leases to CSV for your own workpapers.
November 2, 2026
By operator, Aug 2025 – Jul 2026 (last 12 filed months, estimated)
Want to see these for one of your clients?
Find a client's record →See how each number was worked out.
Figures in the workspace's tables open a short explanation: where each one came from, how it was calculated, and the date it was read.
$178,159 × 0.003125
The same steps run for every lease with production and ownership records on file, whether a client holds one or hundreds.
Note for your fileCan I rely on these numbers?
- Are these the payments my client received?No. They are production-based estimates, not recorded payments. The client's check stubs and payment records show what was received.
- How current are they?They follow the months filed with the state, which usually run about two months behind. Each document shows the month it covers and the date it was read.
- Where does the client's share come from?The decimal comes from the county appraisal roll. If it differs from the operator's division order, the division order is the authority.
See "About this number" on your own clients' leases.
Create a free advisor account →Add your first client.
Your clients' records come from the Texas county records, so your clients don't need an account, and adding a client does not change legal ownership.
Note for your fileWhat happens to your client data?
- Who can see the notes I keep on a client?Your private notes are visible to your firm only.
- Is anything sent to my clients or to operators?No. Nothing is sent unless you send it yourself: you save or print each document and decide what to share.
Built from records anyone can check.
Production and filings
As reported to the Texas Railroad Commission.
Ownership and value
Texas county appraisal records: the interests and shares they list, and the county's value.
Prices
The U.S. Energy Information Administration's daily benchmark prices, averaged for each month.
Value estimate
Mineral View's own estimate, with its likely range and its method shown.
- Save as PDF or printA clean page, with the menus hidden.
- Export to CSVYour clients and every lease, for your planning, tax or reporting software.
- Nothing goes out by itselfYou check each document and decide what to send.
Production follows the months filed with the state, so it can lag what is happening at the well, and a missing filing does not by itself mean production has stopped. Estimates are not appraisals, tax advice or investment advice. Texas only, in the counties whose records are on file.
Your next client review, prepared.
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