Doliver Advisors, LP Portfolio Holdings

Doliver Advisors, LP

  • $365 Million
  • Q3 2025

Doliver Advisors, LP has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $365 Million distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $121M, Ishares Core S&P U.S Growth Et with a value of $22.2M, Ishares Core S&P 500 ETF with a value of $14.5M, Amazon Com Inc with a value of $8.45M, and Meta Platforms, Inc. with a value of $7.25M.

Examining the 13F form we can see an increase of $19.8M in the current position value, from $345M to 365M.

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 $365 Million
Energy: $137 Million
ETFs: $60.4 Million
Technology: $44.1 Million
Financial Services: $27.3 Million
Consumer Cyclical: $21 Million
Communication Services: $19.5 Million
Industrials: $19.2 Million
Healthcare: $16.7 Million
Other: $19.4 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.81B
$2.21 Million 0.61% of portfolio
65,800
Q4 2024 Reduced 1.05%
$7.33B
$1.73 Million 0.47% of portfolio
8,658
Q3 2025 Reduced 4.52%
$6.22B
$557,000 0.15% of portfolio
3,726
Q3 2025 Reduced 0.98%
$7.49B
$507,000 0.14% of portfolio
5,133
Q3 2025 Reduced 1.02%
$2.6B
$449,000 0.12% of portfolio
34,174
Q3 2025 Added 8.92%
$2.81B
$434,000 0.12% of portfolio
1,350
Q3 2025 Reduced 7.22%
$4.33B
$419,000 0.11% of portfolio
8,390
Q3 2025 Added 21.42%
$5.24B
$380,000 0.1% of portfolio
5,977
Q3 2025 New
$4.48B
$381,000 0.1% of portfolio
19,236
Q3 2025 Reduced 0.6%
$3.11B
$339,000 0.09% of portfolio
5,957
Q3 2025 Reduced 8.27%
$9.36B
$331,000 0.09% of portfolio
7,333
Q3 2025 Reduced 0.2%
$9.5B
$300,000 0.08% of portfolio
7,975
Q2 2025 Added 0.95%
$3.26B
$303,000 0.08% of portfolio
12,000
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $365 Million
  • Prior Value $345 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
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