Position in DTM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$32,282
+$2,655 QoQ
Shares Held
220
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#564
of 699 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DTM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $1,400,278 across 15 Oil & Gas Midstream names. DTM ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
6,645 | $577,716 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
12,951 | $476,078 | |
| 3 | ET |
Energy Transfer LP
|
4,748 | $90,781 | |
| 4 | ENB |
Enbridge Inc
|
1,657 | $89,825 | |
| 5 | WMB |
Williams Companies, Inc.
|
449 | $33,378 | |
| 6 | DTM |
DT Midstream, Inc.
This page
|
220 | $32,282 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
717 | $22,922 | |
| 8 | TRP |
Tc Energy Corp
|
264 | $17,500 |
All Filings in DTM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,282 | 220 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $29,627 | 220 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $26,329 | 220 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $24,873 | 220 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $24,180 | 220 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $21,225 | 220 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $21,874 | 220 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $17,305 | 220 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $31,963 | 450 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $27,495 | 450 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $24,660 | 450 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||