1y return+14.5%S&P 500 +20.9%
3y return+42.5%S&P 500 +68.5%
5y return+30.7%S&P 500 +74.5%
10y return+74.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $175 against $357 in the S&P 500.2
Oxbow Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VBILVanguard Instl Index Fd | $187.2M | 15.2% | +8.2% |
| IAUIshares Gold Tr | $58.5M | 4.8% | +13.8% |
| EPDEnterprise Prods Partners L | $50.3M | 4.1% | |
| GOOGAlphabet Inc | $31.3M | 2.5% | |
| AAPLApple Inc | $30.7M | 2.5% | +2.3% |
| AMLPAlps Etf Tr | $26.4M | 2.1% | +12.4% |
| MPLXMplx LP | $24.8M | 2.0% | +1.5% |
| MSFTMicrosoft Corp | $23.3M | 1.9% | +1.6% |
| Boeing CoCUSIP 097023204 | $17.3M | 1.4% | +2.1% |
| MCOMoodys Corp | $15.9M | 1.3% | +1.7% |
| AEMAgnico Eagle Mines Ltd | $14.9M | 1.2% | +10.0% |
| FNVFranco Nev Corp | $14.5M | 1.2% | +96.9% |
| CVXChevron Corporation | $14.0M | 1.1% | +3.9% |
| VVisa Inc | $13.8M | 1.1% | +2.3% |
| MAMastercard Incorporated | $13.0M | 1.1% | +2.1% |
| RGLDRoyal Gold Inc | $12.8M | 1.0% | +8.2% |
| OHIOmega Healthcare Invs Inc | $12.6M | 1.0% | +57.1% |
| WPMWheaton Precious Metals Corp | $12.3M | 1.0% | +1.6% |
| LNGCheniere Energy Inc | $11.9M | 1.0% | |
| UGIUgi Corp New | $11.8M | 1.0% | +4.7% |
| JNJJohnson & Johnson | $11.5M | 0.9% | +2.3% |
| ETEnergy Transfer L P | $11.4M | 0.9% | +1.8% |
| BHPBhp Billiton Limited | $10.8M | 0.9% | +2.0% |
| Exxon Mobil CorpCUSIP 30231G102 | $10.8M | 0.9% | +1.0% |
| EXPEExpedia Group Inc | $9.8M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $31.3M |
| HLHecla Mining Company | June 30, 2024 | +218.1% | $7.5M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $30.7M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $10.8M |
| PAGPPlains Gp Hldgs L P | June 30, 2020 | +172.7% | $9.8M |
| ETEnergy Transfer L P | June 30, 2020 | +168.6% | $11.4M |
| MPLXMplx LP | December 31, 2020 | +160.2% | $24.8M |
| COPConocophillips | June 30, 2020 | +147.4% | $7.8M |
| AEMAgnico Eagle Mines Ltd | June 30, 2020 | +142.2% | $14.9M |
| WPMWheaton Precious Metals Corp | March 31, 2023 | +133.2% | $12.3M |
Sold off last quarter
- PBProsperity Bancshares Inc was $20.3M
- NTRNutrien Ltd was $11.5M
- GILGildan Activewear Inc was $6.5M
- NFGNational Fuel Gas Co was $5.6M
- OTISOtis Worldwide Corp was $4.8M
- Dht Holdings IncCUSIP Y2065G121 was $4.6M
- DPZDominos Pizza Inc was $2.7M
- SCHDSchwab Strategic Tr was $1.2M
- Honeywell Intl IncCUSIP 438516106 was $264K
- BILSpdr Series Trust was $220K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −1.9% | +14.8% |
| March 31, 2026 | +3.6% | −4.6% |
| December 31, 2025 | +4.3% | +2.4% |
| September 30, 2025 | +8.0% | +7.8% |
| June 30, 2025 | +2.3% | +10.5% |
| March 31, 2025 | +4.6% | −4.6% |
| December 31, 2024 | −1.0% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +5.0% | +10.0% |
| December 31, 2023 | +6.1% | +11.2% |
| September 30, 2023 | −2.0% | −3.6% |
| June 30, 2023 | +3.8% | +8.3% |
| March 31, 2023 | +3.4% | +7.0% |
| December 31, 2022 | +2.2% | +7.1% |
| September 30, 2022 | −4.6% | −5.3% |
| June 30, 2022 | −12.3% | −16.5% |
| March 31, 2022 | −2.8% | −4.9% |
| December 31, 2021 | +6.2% | +10.7% |
| September 30, 2021 | −3.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Oxbow Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1564770&type=13F-HR&dateb=&owner=include&count=40CIK 1564770
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1564770/000208585326000957/Filed August 7, 2026 · accession 0002085853-26-000957