Arkolith/Funds/Oxbow Advisors, LLC

Oxbow Advisors, LLC

CIK 1564770
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Oxbow Advisors, LLC holds a diversified book of 265 stocks worth $1.2B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Kimbell Royalty Partners LP and trimmed Cheniere Energy Inc. Their largest long position is Vanguard 0-3M T-Bill ETF at 15% of the equity book.

Opened
121
bought for the first time
Added to
132
already held, bought more
Trimmed
36
sold some, still holds it
Sold out
15
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
38%
Top 20 holdings
49%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

75% mapped to company sectors

ETF / fund or unclassified
25%
Financials
15%
Materials
11%
Information Technology
10%
Utilities
9%
Industrials
9%
Energy
9%
Health Care
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Oxbow Advisors, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$261.0B
BANK OF AMERICA CORP /DE/80 / 80$154.3B
GOLDMAN SACHS GROUP INC80 / 80$117.0B
ROYAL BANK OF CANADA80 / 80$83.4B
UBS Group AG80 / 80$72.7B
WELLS FARGO & COMPANY/MN80 / 80$66.2B
OSAIC HOLDINGS, INC.80 / 80$6.7B
JPMORGAN CHASE & CO79 / 80$262.6B

Ranked by how many of Oxbow Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

265 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Instl Index FD
0 3 MO TR BI ETF
$187.2M2.47M
15.2%
+8.2%
Added · +188K sh
2Ishares Gold TR
ISHARES NEW
$58.5M774.4K
4.8%
+14%
Added · +94K sh
3Enterprise Prods Partners L
COM
$50.3M1.37M
4.1%
+0.3%
Added · +4K sh
4Alphabet Inc
CAP STK CL C
$31.3M88.7K
2.5%
+0.4%
Added · +319 sh
5Apple Inc
COM
$30.7M106.0K
2.5%
+2.3%
Added · +2K sh
6ALPS ETF TR
ALERIAN MLP
$26.4M509.7K
2.1%
+12%
Added · +56K sh
7MPLX LP
COM UNIT REP LTD
$24.8M440.6K
2.0%
+1.5%
Added · +7K sh
8Microsoft Corp
COM
$23.3M62.5K
1.9%
+1.6%
Added · +968 sh
9Boeing Co
DEP CONV PFD A
$17.3M256.8K
1.4%
+2.1%
Added · +5K sh
10Moodys Corp
COM
$15.9M35.1K
1.3%
+1.7%
Added · +574 sh
11Agnico Eagle Mines Ltd
COM
$14.9M96.0K
1.2%
+10.0%
Added · +9K sh
12Franco Nev Corp
COM
$14.5M69.6K
1.2%
+97%
Added · +34K sh
13Chevron Corporation
COM
$14.0M84.6K
1.1%
+3.9%
Added · +3K sh
14Visa Inc
COM CL A
$13.8M40.2K
1.1%
+2.3%
Added · +892 sh
15Mastercard Incorporated
CL A
$13.0M25.4K
1.1%
+2.1%
Added · +517 sh
16Royal Gold Inc
COM
$12.8M64.1K
1.0%
+8.2%
Added · +5K sh
17Omega Healthcare Invs Inc
COM
$12.6M264.4K
1.0%
+57%
Added · +96K sh
18Wheaton Precious Metals Corp
COM
$12.3M109.7K
1.0%
+1.6%
Added · +2K sh
19Cheniere Energy Inc
COM NEW
$11.9M49.8K
1.0%
−0.1%
Reduced · −29 sh
20Ugi Corp New
COM
$11.8M342.6K
1.0%
+4.7%
Added · +15K sh
21Johnson & Johnson
COM
$11.5M45.3K
0.9%
+2.3%
Added · +1K sh
22Energy Transfer L P
COM UT LTD PTN
$11.4M596.6K
0.9%
+1.8%
Added · +11K sh
23BHP Billiton Limited
SPONSORED ADS
$10.8M129.8K
0.9%
+2.0%
Added · +3K sh
24Exxon Mobil Corp
COM
$10.8M78.6K
0.9%
+1.0%
Added · +808 sh
25Expedia Group Inc
COM NEW
$9.8M38.3K
0.8%
~0%
Reduced · −19 sh
26Plains GP Hldgs L P
LTD PARTNR INT A
$9.8M403.3K
0.8%
+3.2%
Added · +12K sh
27Matador Res Co
COM
$8.3M167.7K
0.7%
+2.8%
Added · +5K sh
28SPDR Gold TR
GOLD SHS
$8.3M22.6K
0.7%
−2.0%
Reduced · −475 sh
29Arch Cap Group Ltd
ORD
$8.3M85.4K
0.7%
+0.8%
Added · +693 sh
30Monster Beverage Corp New
COM
$8.3M86.2K
0.7%
+0.5%
Added · +394 sh
31Corteva Inc
COM
$8.2M96.3K
0.7%
+1.2%
Added · +1K sh
32Booking Holdings Inc
COM
$8.0M45.1K
0.7%
22×
Added · +43K sh
33ETF Ser Solutions
DISTILLATE US
$7.9M132.3K
0.6%
+5.7%
Added · +7K sh
34CVR Partners LP/CVR Nitrogen
COM
$7.8M70.3K
0.6%
+0.8%
Added · +542 sh
35ConocoPhillips
COM
$7.8M74.9K
0.6%
+0.4%
Added · +286 sh
36AstraZeneca PLC
ORD
$7.5M39.4K
0.6%
−2.9%
Reduced · −1K sh
37Hecla Mining Company
COM
$7.5M483.2K
0.6%
+85%
Added · +222K sh
38Petroleo Brasileiro S A
SPONSORED ADR
$7.4M457.2K
0.6%
+1.5%
Added · +7K sh
39Airbnb Inc
COM CL A
$7.4M51.5K
0.6%
+1.2%
Added · +616 sh
40Almonty Inds Inc
COM NEW
$7.3M441.7K
0.6%
+70%
Added · +182K sh
41SLB Limited
COM STK
$7.2M154.0K
0.6%
+86%
Added · +71K sh
42McDonalds Corp
COM
$7.1M26.4K
0.6%
+0.9%
Added · +232 sh
43Vici Pptys Inc
COM
$7.1M265.7K
0.6%
+4.6%
Added · +12K sh
44Rio Tinto PLC
SPONSORED ADR
$7.0M73.9K
0.6%
+3.0%
Added · +2K sh
45Masco Corp
COM
$7.0M85.7K
0.6%
+0.5%
Added · +444 sh
46Ishares Silver TR
ISHARES
$6.9M129.4K
0.6%
−5.0%
Reduced · −7K sh
47Verisign Inc
COM
$6.9M27.4K
0.6%
+0.3%
Added · +85 sh
48Mettler Toledo International
COM
$6.8M5.3K
0.6%
+1.2%
Added · +64 sh
49McKesson Corp
COM
$6.6M8.7K
0.5%
+60%
Added · +3K sh
50Oreilly Automotive Inc
COM
$6.5M70.8K
0.5%
+1.9%
Added · +1K sh
Showing 50 of 265 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 2026265$1.2B13F-HR
Q1 2026Mar 31, 2026Apr 27, 2026245$1.2B13F-HR
Q4 2025Dec 31, 2025Feb 4, 2026250$1.1B13F-HR
Q3 2025Sep 30, 2025Oct 31, 2025223$1.1B13F-HR
Q2 2025Jun 30, 2025Jul 29, 2025209$915.0M13F-HR
Q1 2025Mar 31, 2025May 1, 2025206$946.7M13F-HR
Q4 2024Dec 31, 2024Feb 3, 2025212$849.7M13F-HR
Q3 2024Sep 30, 2024Nov 1, 2024217$1.0B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.