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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
Q3 		$847K Sell
59,127
-700
-1% -$10.2K 0.18% 78
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

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Doliver Advisors's BSM Position: Q3 2026 in Review

Doliver Advisors reduced its Black Stone Minerals (BSM) stake by 1.2% in Q3 2026, selling an estimated $10.2K and leaving 59,127 shares worth $847K. The position accounts for 0.18% of the portfolio, ranked #78.

Doliver Advisors first reported a position in BSM in Q3 2021 and has held it in 21 quarters since. 8 funds tracked by Wall St. Rank hold BSM as of Q3 2026.

  • Doliver Advisors held 59,127 shares of Black Stone Minerals worth $847K as of Q3 2026.
  • Doliver Advisors sold 700 Black Stone Minerals shares in Q3 2026, an estimated $10.2K.
  • Black Stone Minerals made up 0.18% of Doliver Advisors's portfolio in Q3 2026, its #78 holding.
  • Doliver Advisors first reported a position in Black Stone Minerals in Q3 2021 and has held it in 21 quarters since.
  • 8 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.