Position in GEL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$235,406
-$60,803 QoQ
Shares Held
16,613
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#80
of 118 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $5,215,517 across 8 Oil & Gas Midstream names. GEL ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
27,696 | $2,407,890 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
3,218 | $769,134 | |
| 3 | ET |
Energy Transfer LP
|
28,087 | $537,023 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
14,608 | $536,990 | |
| 5 | ENB |
Enbridge Inc
|
6,327 | $342,986 | |
| 6 | GEL |
Genesis Energy LP
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|
16,613 | $235,406 | |
| 7 | WES |
Western Midstream Partners, LP
|
5,213 | $228,120 | |
| 8 | VG |
Venture Global, Inc.
|
14,193 | $157,968 |
All Filings in GEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,406 | 16,613 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $296,209 | 16,613 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $263,842 | 16,913 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $282,616 | 16,913 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $291,410 | 16,913 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $265,364 | 16,913 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $169,979 | 16,813 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $224,789 | 16,813 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $240,594 | 16,813 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $186,960 | 16,813 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $194,694 | 16,813 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $173,510 | 16,813 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $158,654 | 16,613 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $187,062 | 16,613 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $169,618 | 16,613 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $152,839 | 16,613 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $133,236 | 16,613 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $135,988 | 11,613 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $124,375 | 11,613 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $115,781 | 11,613 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $134,826 | 11,613 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $108,465 | 11,613 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $72,116 | 11,613 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $52,258 | 11,613 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $83,845 | 11,613 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $45,522 | 11,613 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||