Position in ET
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$582,840
+$333,841 QoQ
Shares Held
30,199
+100.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $2,932,611 across 7 Oil & Gas Midstream names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
12,264 | $911,705 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
28,232 | $902,577 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
1,838 | $439,300 | |
| 4 | ENB |
Enbridge Inc
|
4,439 | $240,638 | |
| 5 | VNOM |
Viper Energy, Inc.
|
5,268 | $223,363 | |
| 6 | TRGP |
Targa Resources Corp.
|
784 | $210,221 | |
| 7 | NFE |
New Fortress Energy Inc.
|
13,243 | $4,807 |
All Filings in ET
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $582,840 | 30,199 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $248,999 | 15,100 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||