Top 50 Oxbow Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VBIL | VANGUARD INSTL INDEX FD | 14.7% | 2.29M | $172.9M | +31.53%(+547.88K) | $75.57(-0.03%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 5.1% | 680.5K | $60.0M | -15.20%(-121.97K) | $34.74(+153.87%) | 2026-03-31 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 4.39% | 1.36M | $51.6M | +2.69%(+35.70K) | $26.88(+42.46%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.23% | 103.6K | $26.3M | -18.96%(-24.25K) | $63.64(+369.64%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.15% | 88.4K | $25.3M | -31.81%(-41.22K) | $65.34(+510.68%) | 2026-03-31 | |
| MPLX | MPLX LP | 2.11% | 434.0K | $24.8M | +7.12%(+28.84K) | $37.85(+44.83%) | 2026-03-31 | |
| AMLP | ALPS ETF TR | 2.03% | 453.4K | $23.9M | +100.37%(+227.10K) | $48.81(+8.93%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.94% | 61.6K | $22.8M | -21.21%(-16.58K) | $125.09(+223.93%) | 2026-03-31 | |
| PB | PROSPERITY BANCSHARES INC | 1.72% | 301.8K | $20.3M | new | $68.15(-2.72%) | 2026-03-31 | |
| AEM | AGNICO EAGLE MINES LTD | 1.51% | 87.3K | $17.7M | +1.02%(+878) | $54.74(+257.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.27% | +41.51% |
| Top 20 Holdings Unweighted | +14.16% | +48.76% |
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