Position in CMBT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,931,996
-$1,407,067 QoQ
Shares Held
209,578
-38.9% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 166 holders
Holding Since
Sep 2023
5 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 Jun 30, 2026LPL Financial LLC holds $1,339,283,823 across 45 Oil & Gas Midstream names. CMBT ranks #27 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
3,662,839 | $198,562,502 | |
| 2 | WMB |
Williams Companies, Inc.
|
2,219,798 | $165,019,783 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
4,261,876 | $156,666,561 | |
| 4 | OKE |
Oneok Inc /New/
|
1,662,568 | $144,543,661 | |
| 5 | ET |
Energy Transfer LP
|
7,510,573 | $143,602,155 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
4,306,757 | $137,687,021 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
339,433 | $81,127,881 | |
| 8 | TRP |
Tc Energy Corp
|
963,177 | $63,849,003 |
All Filings in CMBT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,931,996 | 209,578 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||