Doliver Advisors, LP has filed its 13F form on July 02, 2025 for Q2 2025 where it was disclosed a total value porftolio of $345 Million distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $116M, Ishares Core S&P U.S Growth Et with a value of $21.1M, Ishares Core S&P 500 ETF with a value of $12.6M, Amazon Com Inc with a value of $8.4M, and Meta Platforms, Inc. with a value of $7.24M.

Examining the 13F form we can see an increase of $8.32M in the current position value, from $337M to 345M.

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 $345 Million
Energy: $132 Million
ETFs: $50.7 Million
Technology: $41.8 Million
Financial Services: $27 Million
Communication Services: $20.4 Million
Consumer Cyclical: $20.2 Million
Industrials: $18 Million
Healthcare: $16.5 Million
Other: $18.8 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 167
  • Current Value $345 Million
  • Prior Value $337 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 02, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 103 stocks
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