Position in LPG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$255,319
+$14,757 QoQ
Shares Held
7,341
+4.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#177
of 279 holders
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPG Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $98,491,013 across 19 Oil & Gas Midstream names. LPG ranks #17 (0.3% 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 LPG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,319 | 7,341 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $240,562 | 7,034 | Shares | Sole | 2026-04-30 | |
| 2024-09-30 | $258,218 | 7,502 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $314,783 | 7,502 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $312,525 | 8,126 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $329,770 | 7,517 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $229,926 | 8,003 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $206,790 | 8,062 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||