Position in AM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$464,418
+$229,373 QoQ
Shares Held
20,414
+98.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#301
of 524 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in AM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Convergence Financial, LLC holds $2,676,789 across 6 Oil & Gas Midstream names. AM ranks #3 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
9,604 | $520,632 | |
| 2 | MPLX |
Mplx LP
|
8,470 | $477,115 | |
| 3 | AM |
Antero Midstream Corp
This page
|
20,414 | $464,418 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
12,476 | $458,617 | |
| 5 | WES |
Western Midstream Partners, LP
|
8,684 | $380,011 | |
| 6 | TRP |
Tc Energy Corp
|
5,672 | $375,996 |
All Filings in AM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,418 | 20,414 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $235,045 | 10,309 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $187,648 | 10,548 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $206,608 | 10,628 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||