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Doliver Advisors’s Black Stone Minerals BSM Stock Holding History

Doliver Advisors’s Portfolio BSM Stock Details BSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$836K Buy
59,827
+13,950
+30% +$194K 0.19% 92
2026
Q1 		$694K Buy
45,877
+10,853
+31% +$161K 0.16% 98
2025
Q4 		$465K Buy
35,024
+850
+2% +$11.5K 0.12% 119
2025
Q3 		$449K Buy
34,174
+2,800
+9% +$35.2K 0.12% 117
2025
Q2 		$410K Sell
31,374
-360
-1% -$4.98K 0.11% 122
2025
Q1 		$485K Buy
31,734
+791
+3% +$11.9K 0.14% 104
2024
Q4 		$452K Hold
30,943
– – 0.13% 103
2024
Q3 		$467K Buy
30,943
+3,856
+14% +$57.8K 0.13% 96
2024
Q2 		$424K Sell
27,087
-232
-0.8% -$3.71K 0.12% 103
2024
Q1 		$437K Sell
27,319
-160
-0.6% -$2.53K 0.12% 102
2023
Q4 		$439K Sell
27,479
-3,171
-10% -$54.6K 0.13% 98
2023
Q3 		$528K Sell
30,650
-274
-0.9% -$4.67K 0.16% 85
2023
Q2 		$493K Hold
30,924
– – 0.15% 100
2023
Q1 		$485K Buy
30,924
+3,100
+11% +$48.5K 0.15% 90
2022
Q4 		$469K Buy
27,824
+1,400
+5% +$24.8K 0.15% 84
2022
Q3 		$414K Hold
26,424
– – 0.15% 86
2022
Q2 		$362K Buy
26,424
+3,300
+14% +$50.1K 0.13% 107
2022
Q1 		$311K Buy
23,124
+4,200
+22% +$50.1K 0.1% 131
2021
Q4 		$228K Buy
18,924
+841
+5% +$9.71K 0.07% 142
2021
Q3 		$218K Buy
+18,083
New +$192K 0.07% 155

Other funds holding BSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $331M AUM 10.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Doliver Advisors's BSM Position: Q2 2026 in Review

Doliver Advisors increased its Black Stone Minerals (BSM) stake by 30% in Q2 2026, buying an estimated $194K and bringing the position to 59,827 shares worth $836K. The position accounts for 0.19% of the portfolio, ranked #92.

Doliver Advisors first reported a position in BSM in Q3 2021 and has held it in 20 quarters since. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Doliver Advisors held 59,827 shares of Black Stone Minerals worth $836K as of Q2 2026.
  • Doliver Advisors bought 13,950 Black Stone Minerals shares in Q2 2026, an estimated $194K.
  • Black Stone Minerals made up 0.19% of Doliver Advisors's portfolio in Q2 2026, its #92 holding.
  • Doliver Advisors first reported a position in Black Stone Minerals in Q3 2021 and has held it in 20 quarters since.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.