Oxbow Advisors, LLC
RIA/Wealth
Oxbow Advisors, LLC is a RIA/Wealth based in Germantown, TN led by Chance Michael Finucane, reporting $2.1B in AUM as of Q3 2025 with IAU as the largest holding (7% allocation).
CIOChance Michael Finucane
- Portfolio Value
- $897.1M
- Positions
- 217
- Top Holding
- IAU at 7.4%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Oxbow Advisors, LLC's portfolio (34.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $66.4M | 7.40% | -$2.5M Sold | — 912.2K shares | |
Software - Infrastructure Technology | $40.6M | 4.53% | -$2.2M Sold | 0.00% 78.4K shares | |
Oil & Gas Midstream Energy | $40.3M | 4.50% | -$1.6M Sold | 0.06% 1.3M shares | |
Internet Content & Information Communication Services | $33.0M | 3.68% | -$1.5M Sold | 0.00% 135.6K shares | |
Consumer Electronics Technology | $33.0M | 3.68% | -$587.2K Sold | 0.00% 129.5K shares | |
Gold Basic Materials | $27.5M | 3.06% | -$1.5M Sold | 0.03% 163.0K shares | |
Oil & Gas Midstream Energy | $19.7M | 2.19% | -$454.0K Sold | 0.04% 393.4K shares | |
Silver Basic Materials | $17.2M | 1.92% | -$199.8K Sold | 0.11% 444.8K shares | |
Gold Basic Materials | $17.1M | 1.90% | -$205.4K Sold | 0.13% 85.1K shares | |
Oil & Gas Exploration & Production Energy | $15.8M | 1.76% | +$220.0K Bought | 0.01% 166.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Oxbow Advisors, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Oxbow Advisors, LLC
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