Position in LPG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,564,840
+$47,568 QoQ
Shares Held
131,249
-0.6% QoQ
Ownership
0.307%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#41
of 279 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPG Over Time
Shares Held
Position Value (USD)
Derivatives in LPG
reported options exposure · as of Dec 31, 2024CallValue
$219,330
CallShares
9,000
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, 2026LPL Financial LLC holds $1,339,283,823 across 45 Oil & Gas Midstream names. LPG ranks #23 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
3,662,839 | $198,562,502 | |
| 2 | WMB |
Williams Companies, Inc.
|
2,219,798 | $165,019,783 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
4,261,876 | $156,666,561 | |
| 4 | OKE |
Oneok Inc /New/
|
1,662,568 | $144,543,661 | |
| 5 | ET |
Energy Transfer LP
|
7,510,573 | $143,602,155 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
4,306,757 | $137,687,021 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
339,433 | $81,127,881 | |
| 8 | TRP |
Tc Energy Corp
|
963,177 | $63,849,003 |
All Filings in LPG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,564,840 | 131,249 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,517,272 | 132,084 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,273,340 | 134,484 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,445,742 | 149,186 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,597,878 | 147,575 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,843,184 | 82,506 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,576,250 | 105,714 | Shares | Sole | 2025-02-11 | |
| 2024-12-31 | $219,330 | 9,000 | Call | Sole | 2025-02-11 | |
| 2024-09-30 | $2,074,286 | 60,264 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,038,598 | 120,081 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,803,770 | 98,902 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,357,195 | 76,526 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,100,364 | 73,107 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,604,587 | 62,557 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,273,109 | 63,847 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $491,297 | 25,926 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||