Position in CMBT
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$4,339,063
+$1,982,688 QoQ
Shares Held
343,009
+40.5% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMBT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026LPL Financial LLC holds $1,328,994,673 across 47 Oil & Gas Midstream names. CMBT ranks #25 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
3,602,572 | $195,043,248 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
4,165,740 | $157,631,601 | |
| 3 | WMB |
Williams Companies, Inc.
|
2,148,544 | $156,371,032 | |
| 4 | OKE |
Oneok Inc /New/
|
1,674,485 | $151,356,699 | |
| 5 | ET |
Energy Transfer LP
|
7,141,895 | $137,838,573 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
4,033,465 | $135,242,081 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
348,932 | $99,012,944 | |
| 8 | TRP |
Tc Energy Corp
|
933,699 | $58,449,557 |
All Filings in CMBT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,339,063 | 343,009 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,356,375 | 244,184 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $335,335 | 35,712 | Shares | Sole | 2025-11-12 | |
| 2023-09-30 | $657,183 | 39,999 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||