Position in ET
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,498,396
+$72,570 QoQ
Shares Held
78,368
+6.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#422
of 1,278 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Derivatives in ET
reported options exposure · as of Sep 30, 2025CallValue
$68,640
CallShares
4,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $98,491,013 across 19 Oil & Gas Midstream names. ET ranks #10 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
150,826 | $36,048,922 | |
| 2 | OKE |
Oneok Inc /New/
|
213,266 | $18,541,346 | |
| 3 | MPLX |
Mplx LP
|
203,936 | $11,487,714 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
330,455 | $10,564,646 | |
| 5 | ENB |
Enbridge Inc
|
95,086 | $5,154,612 | |
| 6 | WMB |
Williams Companies, Inc.
|
56,563 | $4,204,893 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
66,928 | $2,460,273 | |
| 8 | TRGP |
Targa Resources Corp.
|
8,843 | $2,371,162 |
All Filings in ET
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,498,396 | 78,368 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,425,826 | 73,877 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $869,072 | 52,703 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $858,978 | 50,057 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $68,640 | 4,000 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $992,164 | 54,725 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $926,748 | 49,852 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $946,079 | 48,294 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $757,431 | 47,192 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $558,049 | 34,405 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $558,902 | 35,531 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $451,632 | 32,727 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $454,235 | 32,376 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $356,616 | 28,080 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $241,032 | 19,329 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $359,720 | 30,305 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||