DA
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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

HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return