Position in CMBT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$632,993
+$150,493 QoQ
Shares Held
50,039
+0.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Summit Financial, LLC holds $58,879,376 across 18 Oil & Gas Midstream names. CMBT ranks #15 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
710,703 | $13,716,567 | |
| 2 | WMB |
Williams Companies, Inc.
|
84,797 | $6,171,525 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
148,171 | $5,606,790 | |
| 4 | FRO |
Frontline plc
|
145,000 | $5,054,700 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
14,899 | $4,227,740 | |
| 6 | WES |
Western Midstream Partners, LP
|
94,302 | $3,882,413 | |
| 7 | PBA |
Pembina Pipeline Corp
|
84,812 | $3,796,185 | |
| 8 | GEL |
Genesis Energy LP
|
210,497 | $3,753,161 |
All Filings in CMBT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $632,993 | 50,039 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $482,500 | 50,000 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||