Position in AM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,558,303
+$145,181 QoQ
Shares Held
200,365
+3.5% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#119
of 527 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in AM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Strategic Global Advisors, LLC holds $12,379,028 across 3 Oil & Gas Midstream names. AM ranks #2 (36.8% of the industry book) .
All Filings in AM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,558,303 | 200,365 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,413,122 | 193,558 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,507,796 | 197,178 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,923,341 | 201,818 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||