Position in AM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,106,824
-$320,300 QoQ
Shares Held
444,256
-2.9% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#79
of 524 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Waverly Advisors, LLC holds $160,619,628 across 18 Oil & Gas Midstream names. AM ranks #8 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
1,390,296 | $26,582,459 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
514,978 | $18,930,591 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
78,936 | $18,866,493 | |
| 4 | ENB |
Enbridge Inc
|
250,637 | $13,587,031 | |
| 5 | MPLX |
Mplx LP
|
239,612 | $13,497,343 | |
| 6 | PAA |
Plains All American Pipeline LP
|
592,342 | $13,185,532 | |
| 7 | WES |
Western Midstream Partners, LP
|
250,869 | $10,978,027 | |
| 8 | AM |
Antero Midstream Corp
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|
444,256 | $10,106,824 |
All Filings in AM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,106,824 | 444,256 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,427,124 | 457,330 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,832,563 | 440,279 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,220,177 | 165,647 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,042,441 | 160,551 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,453,208 | 302,956 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||