Summit Financial Wealth Advisors, LLC

Position in GEL — Genesis Energy LP

CIK 1632283 Lafayette, LA

Position in GEL

as of Mar 31, 2026 · filed May 26, 2026 Compact

Position Value

$296,209

+$32,367 QoQ

Shares Held

16,613

-1.8% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Energy · as of Mar 31, 2026

Summit Financial Wealth Advisors, LLC holds $5,690,947 across 9 Oil & Gas Midstream names. GEL ranks #6 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/	26,512	$2,396,419
2	LNG	Cheniere Energy, Inc.	3,122	$885,898
3	EPD	Enterprise Products Partners L.P.	14,605	$552,653
4	ET	Energy Transfer LP	28,233	$544,896
5	ENB	Enbridge Inc	6,309	$341,569
6	GEL	Genesis Energy LP This page	16,613	$296,209
7	WMB	Williams Companies, Inc.	3,164	$230,275
8	VG	Venture Global, Inc.	14,493	$228,409

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$296,209	16,613	-1.8%	Shares	Sole	2026-05-26
2025-12-31	$263,842	16,913	0.0%	Shares	Sole	2026-01-27
2025-09-30	$282,616	16,913	0.0%	Shares	Sole	2025-10-03
2025-06-30	$291,410	16,913	0.0%	Shares	Sole	2025-09-29
2025-03-31	$265,364	16,913	+0.6%	Shares	Sole	2025-05-14
2024-12-31	$169,979	16,813	0.0%	Shares	Sole	2025-02-13
2024-09-30	$224,789	16,813	0.0%	Shares	Sole	2024-11-13
2024-06-30	$240,594	16,813	0.0%	Shares	Sole	2024-08-12
2024-03-31	$186,960	16,813	0.0%	Shares	Sole	2024-05-02
2023-12-31	$194,694	16,813	0.0%	Shares	Sole	2024-01-19
2023-09-30	$173,510	16,813	+1.2%	Shares	Sole	2023-11-13
2023-06-30	$158,654	16,613	0.0%	Shares	Sole	2023-07-12
2023-03-31	$187,062	16,613	0.0%	Shares	Sole	2023-04-10
2022-12-31	$169,618	16,613	0.0%	Shares	Sole	2023-01-17
2022-09-30	$152,839	16,613	0.0%	Shares	Sole	2022-10-28
2022-06-30	$133,236	16,613	+43.1%	Shares	Sole	2022-07-26
2022-03-31	$135,988	11,613	0.0%	Shares	Sole	2022-05-06
2021-12-31	$124,375	11,613	0.0%	Shares	Sole	2022-01-12
2021-09-30	$115,781	11,613	0.0%	Shares	Sole	2021-11-05
2021-06-30	$134,826	11,613	0.0%	Shares	Sole	2021-08-09
2021-03-31	$108,465	11,613	0.0%	Shares	Sole	2021-04-23
2020-12-31	$72,116	11,613	0.0%	Shares	Sole	2021-01-11
2020-09-30	$52,258	11,613	0.0%	Shares	Sole	2020-11-09
2020-06-30	$83,845	11,613	0.0%	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.