Position in DTM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$557,318
+$252,494 QoQ
Shares Held
3,798
+49.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#328
of 700 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in DTM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $12,719,501 across 10 Oil & Gas Midstream names. DTM ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
134,661 | $2,574,718 | |
| 2 | OKE |
Oneok Inc /New/
|
26,862 | $2,335,382 | |
| 3 | WMB |
Williams Companies, Inc.
|
27,153 | $2,018,554 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
55,197 | $1,764,648 | |
| 5 | ENB |
Enbridge Inc
|
31,351 | $1,699,537 | |
| 6 | KNTK |
Kinetik Holdings Inc.
|
17,846 | $862,675 | |
| 7 | DTM |
DT Midstream, Inc.
This page
|
3,798 | $557,318 | |
| 8 | TRGP |
Targa Resources Corp.
|
1,843 | $494,182 |
All Filings in DTM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,318 | 3,798 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $304,824 | 2,547 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $287,963 | 2,547 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $279,940 | 2,547 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $242,454 | 2,513 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $764,318 | 7,687 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||