Doliver Advisors, LP has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $337 Million distributed in 163 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $129M, Ishares Core S&P U.S Growth Et with a value of $21.9M, Ishares Core S&P 500 ETF with a value of $11.2M, Amazon Com Inc with a value of $7.47M, and Apple Inc. with a value of $5.73M.

Examining the 13F form we can see an decrease of $3.5M in the current position value, from $340M to 337M.

Doliver Advisors, LP is based out at Houston, TX

Below you can find more details about Doliver Advisors, LP portfolio as well as his latest detailed transactions.

Portfolio value $337 Million
Energy: $146 Million
ETFs: $49.6 Million
Technology: $34.6 Million
Financial Services: $23.4 Million
Consumer Cyclical: $19 Million
Communication Services: $17.4 Million
Healthcare: $14.4 Million
Industrials: $13.8 Million
Other: $18.5 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $337 Million
  • Prior Value $340 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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