Position in DTM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$472,209
+$41,265 QoQ
Shares Held
3,218
+0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#353
of 700 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DTM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026WHALEROCK POINT PARTNERS, LLC holds $5,044,209 across 8 Oil & Gas Midstream names. DTM ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
4,400 | $1,179,816 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
27,748 | $1,020,016 | |
| 3 | ET |
Energy Transfer LP
|
38,000 | $726,560 | |
| 4 | WMB |
Williams Companies, Inc.
|
9,201 | $684,002 | |
| 5 | DTM |
DT Midstream, Inc.
This page
|
3,218 | $472,209 | |
| 6 | WES |
Western Midstream Partners, LP
|
10,600 | $463,856 | |
| 7 | OKE |
Oneok Inc /New/
|
3,251 | $282,641 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
900 | $215,109 |
All Filings in DTM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,209 | 3,218 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $430,944 | 3,200 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||