Position in DTM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$367,290
+$30,211 QoQ
Shares Held
2,503
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#396
of 700 holders
Holding Since
Dec 2024
7 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, 2026XML Financial, LLC holds $14,218,109 across 8 Oil & Gas Midstream names. DTM ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
220,289 | $7,042,639 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
102,139 | $3,754,629 | |
| 3 | ENB |
Enbridge Inc
|
16,259 | $881,400 | |
| 4 | ET |
Energy Transfer LP
|
40,336 | $771,224 | |
| 5 | TRGP |
Targa Resources Corp.
|
2,585 | $693,141 | |
| 6 | WMB |
Williams Companies, Inc.
|
6,490 | $482,466 | |
| 7 | DTM |
DT Midstream, Inc.
This page
|
2,503 | $367,290 | |
| 8 | MPLX |
Mplx LP
|
4,000 | $225,320 |
All Filings in DTM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,290 | 2,503 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $337,079 | 2,503 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $299,559 | 2,503 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $282,989 | 2,503 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $275,104 | 2,503 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $241,489 | 2,503 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $248,873 | 2,503 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||