Position in AM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$328,965
-$197 QoQ
Shares Held
14,460
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#341
of 524 holders
Holding Since
Dec 2020
23 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, 2026Advisor OS, LLC holds $8,016,515 across 9 Oil & Gas Midstream names. AM ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
28,257 | $2,100,623 | |
| 2 | OKE |
Oneok Inc /New/
|
17,499 | $1,521,360 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
37,115 | $1,186,563 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
29,905 | $1,099,307 | |
| 5 | ET |
Energy Transfer LP
|
46,950 | $897,683 | |
| 6 | MPLX |
Mplx LP
|
7,748 | $436,444 | |
| 7 | AM |
Antero Midstream Corp
This page
|
14,460 | $328,965 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
1,013 | $242,114 |
All Filings in AM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,965 | 14,460 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $329,162 | 14,437 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $256,727 | 14,431 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $279,118 | 14,358 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $272,102 | 14,359 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $257,364 | 14,298 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $214,791 | 14,234 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $213,724 | 14,201 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $209,823 | 14,235 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $203,504 | 14,474 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $180,844 | 14,433 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $158,806 | 13,256 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $153,769 | 13,256 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $139,055 | 13,256 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $143,032 | 13,256 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $121,690 | 13,256 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $119,966 | 13,256 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $144,092 | 13,256 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $128,318 | 13,256 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $138,127 | 13,256 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $137,729 | 13,256 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $119,701 | 13,256 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $102,203 | 13,256 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||