13F

Investor

DOLIVER ADVISORS, LP

CIK 0000938077 · filed 2026-04-08 · SEC filing

13F book

$439.9M

Positions

180

10 new · 5 sold

Largest name

40.6%

Exxon Mobil Corp

Est. mark

$40.9M

Price effect on 170 names still held. Flow −$593.7K.
NameTickerSharesValueWeightEst. markChange
Exxon Mobil Corp1.05M$178.7M40.6%$51.9MCut$49.6M
Ishares Tr129.8K$20.1M4.6%−$1.67MCut−$1.7M
Tidal Trust Ii839.2K$17.7M4.0%$6.21KCut−$271.7K
Ishares Tr21.4K$14M3.2%−$654.4KAdded−$146.9K
Alphabet Inc28.2K$8.1M1.8%−$760.6KCut−$1.22M
Amazon Com IncAMZN38K$7.92M1.8%−$857.2KCut−$1.1M
Nvidia CorpNVDA40K$6.98M1.6%−$441.3KAdded$178.8K
Apple Inc.AAPL27.1K$6.89M1.6%−$485.6KAdded−$420.6K
Jpmorgan Chase & Co.21.8K$6.42M1.5%−$574.6KAdded−$176.3K
Meta Platforms, Inc.META9.83K$5.62M1.3%−$864.7KCut−$901.7K
Ishares Tr33.6K$4.79M1.1%−$210.5KCut−$221.1K
Eaton Corp PlcETN11.7K$4.19M1.0%$458.1KAdded$461.7K
Ishares Tr16.6K$4.12M0.9%$28KAdded$377.4K
Enterprise Prods Partners L103.6K$3.92M0.9%$574KAdded$736.7K
Visa Inc.V12.8K$3.87M0.9%−$620.7KCut−$684.2K
Biocryst Pharmaceuticals IncBCRX374.3K$3.56M0.8%$471.8KAdded$1.42M
Philip Morris Intl Inc21.1K$3.49M0.8%$104.2KCut−$348K
Broadcom Inc.AVGO9.84K$3.04M0.7%−$336.5KAdded−$137.2K
Micron Technology IncMU8.08K$2.73M0.6%$423.4KCut$1.59K
Johnson & JohnsonJNJ10.2K$2.5M0.6%$383.8KCut$256.3K
Microsoft CorpMSFT6.68K$2.47M0.6%−$757.5KCut−$824.2K
Mplx Lp42.2K$2.41M0.5%$156.2KCut$142.9K
Altria Group, Inc.MO34.9K$2.3M0.5%$290.5KCut$281.7K
Asml Holding N V1.69K$2.23M0.5%$423.1KCut$21.9K
Crowdstrike Hldgs Inc5.4K$2.11M0.5%−$423.3KCut−$515.7K
Apollo Global Mgmt Inc18.6K$2.07M0.5%−$613.9KAdded−$593.4K
Merck & Co., Inc.MRK17.2K$2.07M0.5%$258.7KCut$218.7K
L3harris Technologies Inc5.65K$1.95M0.4%$291.3KCut$170K
Eog Res Inc13.3K$1.93M0.4%$526.9KCut$500.5K
First Finl Bankshares Inc65K$1.91M0.4%−$27.3KCut−$51.2K
Booking Holdings Inc.BKNG452$1.9M0.4%−$517.5KCut−$1.04M
Thermo Fisher Scientific Inc.TMO3.85K$1.89M0.4%−$335.1KAdded−$315.9K
Lowes Cos Inc7.83K$1.85M0.4%−$38.2KCut−$92.9K
Parker-Hannifin CorpPH2K$1.79M0.4%$32.5KCut−$194.2K
Snowflake Inc.SNOW11.5K$1.73M0.4%−$735.5KAdded−$623.4K
Star Group, L.P.SGU139.9K$1.72M0.4%$61.6KHeld
Select Sector Spdr Tr12.8K$1.71M0.4%−$142KHeld
ServiceNow, Inc.NOW16K$1.67M0.4%−$615.2KAdded−$267.2K
Abbott LabsABT16.2K$1.66M0.4%−$365.9KCut−$435.9K
Boeing Co8.19K$1.63M0.4%−$143.2KAdded−$89.5K
American Express CoAXP5.33K$1.61M0.4%−$359.5KAdded−$358.9K
Uber Technologies, IncUBER22.1K$1.59M0.4%−$216.6KCut−$257.8K
Amgen IncAMGN4.51K$1.59M0.4%$110.4KCut−$18.5K
Duke Energy Corp New12.1K$1.58M0.4%$166.1KCut$126.7K
Ishares Inc22.7K$1.58M0.4%$50.3KAdded$245.2K
Sony Group Corp75.8K$1.57M0.4%−$356.7KAdded−$295.3K
Honeywell Intl Inc6.9K$1.56M0.4%$213.4KCut$164.1K
Chevron Corp NewCVX7.33K$1.52M0.3%$399.4KCut$329.9K
Home Depot, Inc.HD4.48K$1.47M0.3%−$68.2KCut−$69.5K
Dicks Sporting Goods Inc7.32K$1.45M0.3%$2.31KAdded$21.3K
Select Sector Spdr Tr9.7K$1.42M0.3%−$70.1KAdded$97.2K
Us Bancorp Del27.3K$1.42M0.3%−$36.9KCut−$69.7K
Caterpillar IncCAT1.98K$1.4M0.3%$268.6KCut$237.7K
Carlyle Secured Lending, Inc.CGBD126.7K$1.39M0.3%−$190KAdded−$145.1K
Vanguard World Fd1.93K$1.34M0.3%−$108KHeld
Mcdonalds CorpMCD4.14K$1.29M0.3%$21.4KCut−$57.2K
Chicago Atlantic Real Estate111.8K$1.27M0.3%−$99.9KAdded−$37.7K
Vanguard Index Fds2.07K$1.24M0.3%−$60.9KAdded−$54.9K
Shopify Inc.SHOP9.85K$1.17M0.3%−$334.1KAdded−$101.9K
Public Storage Oper Co4.18K$1.13M0.3%$47KAdded$61.3K
Mastercard IncMA2.25K$1.13M0.3%−$160.8KCut−$256.7K
Kinder Morgan Inc Del33.3K$1.12M0.3%$201.3KCut$197.9K
Tesla, Inc.TSLA3K$1.11M0.3%−$233.5KHeld
Pepsico IncPEP7.09K$1.1M0.3%$83.5KCut$40.9K
Owens Corning New10.1K$1.1M0.2%−$37.4KCut−$43.6K
Ishares Bitcoin Trust EtfIBIT28K$1.08M0.2%−$307.4KAdded−$283.1K
EXPAND ENERGY CorpEXE9.55K$1.05M0.2%−$5.54KCut−$31.9K
Walmart Inc.WMT8.38K$1.04M0.2%$107.9KCut−$283.3K
Northern Oil & Gas, Inc.NOG35.2K$1.03M0.2%$235.5KAdded$377.1K
Intuitive Surgical IncISRG2.2K$1.01M0.2%−$231.4KCut−$324.8K
Fedex CorpFDX2.7K$963.1K0.2%$182KCut$152.6K
AbbVie Inc.ABBV4.41K$959.5K0.2%−$48.5KAdded−$48.3K
Procter And Gamble CoPG6.57K$948.4K0.2%$7.47KCut−$77.2K
Vanguard World Fd5.06K$909.8K0.2%−$69.8KHeld
Transdigm Group IncTDG758$878.5K0.2%−$129.5KCut−$198.7K
Medtronic PlcMDT10.1K$878.2K0.2%−$95.4KCut−$114.3K
BWX Technologies, Inc.BWXT4.25K$868.5K0.2%$134.4KCut$82.2K
Adobe Inc.ADBE3.49K$848.6K0.2%−$309.2KAdded−$163.6K
Salesforce, Inc.CRM4.54K$848.2K0.2%−$326KAdded−$255.7K
Deere & CoDE1.48K$835.9K0.2%$145KCut$132.9K
Cisco Sys Inc10.7K$829K0.2%$5.98KCut−$20.3K
Ishares Gold Tr9.21K$812.4K0.2%$64.4KCut$6.78K
Constellation Energy CorpCEG2.91K$812.1K0.2%−$214.8KAdded−$213.1K
Intercontinental Exchange In5.13K$806.8K0.2%−$24KCut−$90.3K
First Solar, Inc.FSLR4.09K$806.6K0.2%−$174.1KAdded$95.8K
Live Nation Entertainment In5.21K$794.3K0.2%$52.1KCut$50K
Goldman Sachs Etf Tr15.8K$779.5K0.2%New
Intuit Inc.INTU1.78K$770.5K0.2%New
Advanced Micro Devices IncAMD3.78K$769.4K0.2%−$40.2KAdded−$33.1K
Third Coast Bancshares, Inc.TCBX20.3K$766.1K0.2%−$3.64KHeld
Netflix IncNFLX7.91K$760.5K0.2%$18.9KCut$12.3K
Oracle Corp5.16K$759.5K0.2%−$236KAdded−$202.9K
Bank America Corp15.5K$755.4K0.2%−$95.5KAdded−$84.8K
Ishares Tr7.73K$751.1K0.2%$8.2KAdded$35.6K
Alphabet Inc2.55K$733.6K0.2%−$64.9KCut−$69.6K
Disney Walt Co7.61K$733.1K0.2%−$132.3KCut−$153K
Zebra Technologies Corporati3.32K$694.1K0.2%−$112KCut−$117.1K
Black Stone Minerals, L.P.BSM45.9K$693.7K0.2%$64.1KAdded$228.2K
Devon Energy Corp New13.4K$672.9K0.2%$138.4KAdded$302.6K
Freeport-Mcmoran IncFCX11.4K$668.9K0.2%$60.5KAdded$284.2K
Academy Sports & Outdoors In11.8K$667K0.2%$76.7KCut$72.9K
Accenture Plc Ireland3.27K$649K0.1%−$229.1KCut−$289.8K
Vanguard World Fd2K$625.7K0.1%$27.7KHeld
Kimbell Rty Partners Lp42.4K$613.5K0.1%$114.9KHeld
Henry Jack & Assoc Inc3.8K$600.6K0.1%−$92.9KHeld
Berkshire Hathaway Inc Del1.25K$598K0.1%−$29.3KHeld
Unitedhealth Group IncUNH2.18K$590.2K0.1%−$129.8KCut−$174K
Vistra Corp.VST3.85K$578K0.1%−$42.3KCut−$59.9K
Energy Transfer L P29.9K$578K0.1%$84.1KCut$76.1K
Coterra Energy Inc16.4K$574.8K0.1%$144.3KCut$137.4K
Ishares Tr4.48K$556.5K0.1%$18.5KCut$16.1K
Wells Fargo Co New6.89K$548.4K0.1%−$93.6KCut−$124.6K
Dominos Pizza IncDPZ1.46K$523.5K0.1%−$84.7KCut−$93.4K
Eqt CorpEQT7.87K$500.6K0.1%New
Southern Co5.18K$499.8K0.1%$48.3KCut$28.6K
Novo-Nordisk A S13.3K$489.7K0.1%−$169.3KAdded−$120K
Vanguard Index Fds2.21K$479.7K0.1%New
Ishares Tr3.61K$478.6K0.1%$3.28KAdded$4.6K
Grayscale Bitcoin Trust EtfGBTC8.94K$471.9K0.1%−$139.5KCut−$153.1K
Spdr Gold Tr1.06K$455.2K0.1%$22.6KAdded$191.3K
Calamos Strategic Total Retu26.5K$453.4K0.1%−$55KAdded−$54.3K
Vanguard Specialized Funds2.05K$440.9K0.1%−$9.68KHeld
Carnival Corp Ltd.CCL16.5K$426.5K0.1%−$72.5KAdded−$48.8K
Pg&E Corp23.8K$417.9K0.1%$35.7KCut$18K
Blackstone Inc.BX3.62K$415.9K0.1%−$62.3KAdded$170.5K
Intel CorpINTC9.27K$409.1K0.1%$67KCut$48.4K
Southstate Bk Corp4.38K$405.4K0.1%−$6.97KCut−$37.5K
Ishares Tr3.98K$400.5K0.1%$14.9KHeld
Shell Plc4.3K$399.8K0.1%$80.7KAdded$96.2K
Plains All Amern Pipeline L17.8K$398.5K0.1%$78KCut$76.2K
Ishares Tr3.57K$397.6K0.1%−$9.1KHeld
Comcast Corp New13.8K$397.1K0.1%−$16.3KCut−$79.9K
Zillow Group Inc9.59K$396.9K0.1%−$257.4KCut−$263.9K
Spdr Series Trust3.08K$393.7K0.1%$17.9KCut$14.8K
Block Inc6.47K$389.5K0.1%−$31.8KCut−$85.9K
ImmunityBio, Inc.IBRX50K$383.5K0.1%New
Kb HomeKBH7.35K$380.3K0.1%−$27.5KAdded$47.6K
Norfolk Southn Corp1.32K$379.1K0.1%−$2.27KCut−$11.8K
Comstock Res Inc17.9K$376.3K0.1%−$37.5KCut−$42.8K
Select Sector Spdr Tr5.82K$356.5K0.1%$96.3KCut$69.4K
Range Res Corp7.78K$351.3K0.1%$77.1KCut$70.1K
Ishares Tr1.91K$346.3K0.1%−$34.9KHeld
Kimco Rlty Corp15.4K$345.7K0.1%$33.8KHeld
CenterspaceCSR5.78K$332.1K0.1%−$53.6KCut−$63.6K
Alliance Resource Partners L12K$331.8K0.1%$53KHeld
Constellation Brands, Inc.STZ2.21K$331.4K0.1%$26.6KCut$17.2K
Ishares Tr1.55K$331.2K0.1%$5.16KHeld
Select Sector Spdr Tr2.98K$324.8K0.1%−$31.1KHeld
Nutanix, Inc.NTNX8.44K$320.7K0.1%−$115.4KCut−$121.9K
Ishares Tr2.01K$320.7K0.1%$3.84KCut−$5K
Ishares Tr3.27K$316.8K0.1%−$20.3KHeld
Grayscale Ethereum Trust Etf17.8K$304.5K0.1%−$130.2KCut−$131K
Ark Etf Tr4.46K$301.5K0.1%−$41.6KCut−$51.8K
Union Pac Corp1.21K$292.8K0.1%$13.6KCut$11.3K
Molson Coors Beverage Co6.79K$292.1K0.1%−$24.6KCut−$31.4K
Coca Cola CoKO3.7K$281.5K0.1%$22.7KCut−$83.9K
International Business Machs1.15K$277.5K0.1%−$61.6KCut−$70.5K
Ishares Tr2.26K$266.4K0.1%−$25.5KHeld
Capital One Finl Corp1.43K$260.9K0.1%−$85.7KCut−$86.7K
Southwest Airls Co6.93K$260.3K0.1%−$26KCut−$31.8K
Whitestone Reit16K$258.4K0.1%$36.2KHeld
Prudential Finl Inc2.63K$257K0.1%−$40KCut−$68.2K
Vaalco Energy Inc39.6K$251K0.1%$93.5KAdded$125K
United Airls Hldgs Inc2.72K$250.2K0.1%−$53.7KCut−$61.7K
Cion Invt Corp36K$246.2K0.1%New
Arista Networks, Inc.ANET1.99K$244K0.1%−$16.4KCut−$44.4K
NIKE, Inc.NKE4.58K$241.8K0.1%−$49.9KCut−$62.3K
Texas Instrs Inc1.11K$216.5K0.0%New
Dimensional Etf Trust3K$216.2K0.0%−$4.65KCut−$6.05K
Grayscale Ethereum Mini Tr E10.9K$215.7K0.0%−$89.1KCut−$96.9K
RTX CorpRTX1.09K$210.5K0.0%$10.4KHeld
Stryker CorpSYK613$201.4K0.0%−$14KHeld
Talos Energy Inc.TALO10K$157.6K0.0%$47.4KHeld
Goldman Sachs BDC, Inc.GSBD15K$132.9K0.0%−$5.99KCut−$10.1K
Cleanspark Inc11.8K$100.8K0.0%−$19.1KCut−$29.7K
Stellus Cap Invt Corp10K$92.1K0.0%New
Oncolytics Biotech IncONCY100K$84.9K0.0%New
Direct Digital Holdings Inc A102.6K$83.1K0.0%New
Virtus Total Return Fd Inc12.3K$81.1K0.0%$3.92KHeld
Northern Dynasty Minerals Lt10.5K$14.7K0.0%−$5.99KHeld

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.