Doliver Advisors, LP has filed its 13F form on October 02, 2024 for Q3 2024 where it was disclosed a total value porftolio of $346 Million distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $134M, Ishares Core S&P U.S Growth Et with a value of $28.6M, Ishares Core S&P 500 ETF with a value of $9.66M, Alphabet Inc. with a value of $7.37M, and Amazon Com Inc with a value of $6.94M.

Examining the 13F form we can see an decrease of $2.22M in the current position value, from $348M to 346M.

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 $346 Million
Energy: $149 Million
ETFs: $54.2 Million
Technology: $35.7 Million
Financial Services: $24.5 Million
Communication Services: $18.5 Million
Consumer Cyclical: $17.8 Million
Healthcare: $17.2 Million
Industrials: $12.7 Million
Other: $16 Million

Stock Holdings Table Market Cap. of $200 Billions or more

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

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $346 Million
  • Prior Value $348 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 02, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
Track This Portfolio

Track Doliver Advisors, LP Portfolio

Follow Doliver Advisors, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Doliver Advisors, LP, based on Form 13F filings with the SEC.

News

Stay updated on Doliver Advisors, LP with notifications on news.