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Portfolio (Quarterly) Guide ↗

Oxbow Advisors, LLC

· CIK 0001564770
13F Portfolio $1.1B AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 223 New
Page 9 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 META META PLATFORMS INC Communication Services 625.0 $459K 0.04% NEW $734.70 -21.4%
162 WELLS FARGO CO NEW 366.0 $452K 0.04% NEW $1234.29
163 JPM JPMORGAN CHASE & CO. Financial Services 1,431.0 $451K 0.04% NEW $315.46 +3.1%
164 TPL TEXAS PACIFIC LAND CORPORATI Energy 477.0 $446K 0.04% NEW $934.14 -62.0%
165 MMM 3M CO Industrials 2,828.0 $439K 0.04% NEW $155.18 +3.5%
166 IWP ISHARES TR 3,080.0 $439K 0.04% NEW $142.42 -0.3%
167 BANK AMERICA CORP 340.0 $435K 0.04% NEW $1278.12
168 VNOM VIPER ENERGY INC Energy 11,289.0 $431K 0.04% NEW $38.22 +13.1%
169 SIL GLOBAL X FDS 5,954.0 $426K 0.04% NEW $71.63 +16.9%
170 DFAC DIMENSIONAL ETF TRUST 10,907.0 $421K 0.04% NEW $38.57 +14.6%
171 MPC MARATHON PETE CORP Energy 2,175.0 $419K 0.04% NEW $192.76 +26.0%
172 EXPAND ENERGY CORPORATION 3,917.0 $416K 0.04% NEW $106.24
173 DD DUPONT DE NEMOURS INC Basic Materials 5,269.0 $410K 0.04% NEW $77.90 -38.8%
174 VOE VANGUARD INDEX FDS 2,269.0 $396K 0.04% NEW $174.58 +12.2%
175 VV VANGUARD INDEX FDS 1,249.0 $385K 0.04% NEW $307.86 +12.1%
176 GIS GENERAL MLS INC Consumer Defensive 7,604.0 $383K 0.04% NEW $50.42 -33.7%
177 XME SPDR SERIES TRUST 4,075.0 $380K 0.04% NEW $93.19 +25.6%
178 BTG B2GOLD CORP Basic Materials 76,485.0 $379K 0.04% NEW $4.95 -13.1%
179 VIZSLA SILVER CORP 86,120.0 $372K 0.04% NEW $4.32
180 VLO VALERO ENERGY CORP Energy 2,122.0 $361K 0.03% NEW $170.28 +38.8%
Page 9 of 12  ·  223 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 21.1%
Financial Services 20.5%
Technology 14.2%
Basic Materials 13.8%
Healthcare 8.8%
Consumer Cyclical 6.6%
Consumer Defensive 5.1%
Communication Services 4.5%
Industrials 2.7%
Utilities 2.0%