Oxbow Advisors, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $706 Million distributed in 212 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $47.8M, Enterprise Products Partners L.P. with a value of $42.3M, Microsoft Corp with a value of $33.2M, Apple Inc. with a value of $28.6M, and Alphabet Inc. with a value of $27.7M.

Examining the 13F form we can see an decrease of $185M in the current position value, from $891M to 706M.

Oxbow Advisors, LLC is based out at Corpus Christi, TX

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

Portfolio value $706 Million
Energy: $140 Million
ETFs: $139 Million
Technology: $94 Million
Basic Materials: $70.2 Million
Financial Services: $64.5 Million
Healthcare: $54.4 Million
Consumer Cyclical: $42.3 Million
Communication Services: $29.8 Million
Other: $72.2 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 212
  • Current Value $706 Million
  • Prior Value $891 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 22 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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