OA

Oxbow Advisors, LLC

13F
Oxbow Advisors, LLC
Last update 2025-05-01 206 Stocks (15 new)
Value $947.00 Mil Turnover 13 %
Countries:
Top Holdings: TBIL(13.62%)EDV(6.75%)IAU(6.03%)EPD(4.90%)MSFT(3.32%)
Summary Stock Picks Current Portfolio
Oxbow Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TBIL
US Treasury 3 Month Bill ETF
2,578,149
128,933.2
+15.33%
13.620
+1.81%
2.230
+1.03%
+2.29%
5,805.4
 
EDV
Vanguard Extended Duration Treasury ETF
Vanguard Extended Duration Treasury ETF
898,800
63,913.7
New Holding
6.750
+6.75%
1.480
+0.67%
-2.13%
3,557.7
 
IAU
iShares Gold Trust
967,484
57,042.8
+0.29%
6.030
+0.02%
0.130
+1.63%
+30.68%
49,312.6
 
EPD
Enterprise Products Partners LP
1,358,274
46,371.5
+0.67%
4.900
+0.03%
0.060
+3.86%
+3.29%
67,951.7
Oil & Gas
MSFT
Microsoft Corp
83,768
31,445.5
+6.47%
3.320
+0.20%
0.000
+38.00%
+20.34%
3,755,441.4
Software
AAPL
Apple Inc
114,608
25,458.0
+0.36%
2.690
+0.01%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
GOOG
Alphabet Inc
141,838
22,159.4
-2.32%
2.340
-0.08%
0.000
+24.98%
+1.11%
2,326,066.7
Interactive Media
MPLX
MPLX LP
402,606
21,547.5
+0.98%
2.280
+0.02%
0.040
+1.62%
+9.49%
51,499.5
Oil & Gas
AEM
Agnico Eagle Mines Ltd
177,160
19,205.9
-0.22%
2.030
0%
0.040
+6.57%
+65.71%
64,428.0
Metals & Mining
RGLD
Royal Gold Inc
116,887
19,112.2
+1.78%
2.020
+0.04%
0.180
-12.61%
+20.93%
10,407.2
Metals & Mining

Oxbow Advisors, LLC's Historical Top Holdings Breakdowns

Oxbow Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EDV
Vanguard Extended Duration Treasury ETF
Vanguard Extended Duration Treasury ETF
2025-03-31
New Buy
New Buy
+6.75%
●
65.05 ($69.15) 73.43
$64.75
-6.36%
New holding
898,800
898,800
TBIL
US Treasury 3 Month Bill ETF
2025-03-31
Add
Add
+1.81%
●
49.85 ($49.94) 50.04
$49.94
-0.01%
Add 15.33%
2,578,149
342,602
WMB
Williams Companies Inc
2025-03-31
Reduce
Reduce
-0.78%
●
54.02 ($57.24) 61.09
$57.36
0.21%
Reduce -69.83%
52,953
-122,587
MCO
Moodys Corp
2025-03-31
Add
Add
+0.59%
●
437.8 ($481.85) 527.48
$499.12
3.58%
Add 60.22%
31,809
11,956
SNY
Sanofi SA
2025-03-31
Sold Out
Sold Out
-0.59%
●
48.15 ($54.13) 59.42
$48.75
-9.94%
Sold Out
0
-104,749
COP
ConocoPhillips
2025-03-31
Reduce
Reduce
-0.56%
●
88.6 ($99.73) 105.85
$92.98
-6.77%
Reduce -57.7%
35,038
-47,801
GSK
GSK PLC
2025-03-31
Sold Out
Sold Out
-0.55%
●
32.08 ($36.61) 40.39
$37.02
1.12%
Sold Out
0
-137,172
VALE
Vale SA
2025-03-31
New Buy
New Buy
+0.52%
●
8.5 ($9.45) 10.19
$10.37
9.74%
New holding
489,803
489,803
MA
Mastercard Inc
2025-03-31
Reduce
Reduce
-0.48%
●
504.67 ($544.39) 576.31
$558.76
2.64%
Reduce -24.77%
23,523
-7,746
AR
Antero Resources Corp
2025-03-31
Sold Out
Sold Out
-0.48%
●
33.64 ($38.35) 41.42
$33.18
-13.48%
Sold Out
0
-116,041

Oxbow Advisors, LLC Total Holding History ($B)

To

Oxbow Advisors, LLC's Asset Allocation

To

Oxbow Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Oxbow Advisors, LLC's Hypothetical Growth since 2025-03-31

Oxbow Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Oxbow Advisors, LLC's Holdings Heat Map

Size field:

Oxbow Advisors, LLC's Holdings Bubble Chart

Oxbow Advisors, LLC News

  • 1

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