Confluence Wealth Services, Inc.
Position in MMLP — Martin Midstream Partners L.P.
CIK 1910411
MCMURRAY, PA
Position in MMLP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$83,864
-$5,907 QoQ
Shares Held
36,305
+11.6% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#12
of 35 holders
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MMLP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $9,182,103 across 10 Oil & Gas Midstream names. MMLP ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
253,943 | $4,855,390 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
34,570 | $1,105,202 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
21,002 | $772,033 | |
| 4 | WMB |
Williams Companies, Inc.
|
8,138 | $604,978 | |
| 5 | ENB |
Enbridge Inc
|
11,086 | $600,972 | |
| 6 | OKE |
Oneok Inc /New/
|
4,426 | $384,796 | |
| 7 | MPLX |
Mplx LP
|
5,733 | $322,939 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
988 | $236,141 |
All Filings in MMLP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,864 | 36,305 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $89,771 | 32,526 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $84,689 | 32,448 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $103,100 | 33,693 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $137,800 | 46,712 | Shares | Sole | 2025-07-22 | |
| 2022-06-30 | $265,629 | 66,741 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $285,390 | 67,950 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $180,515 | 67,863 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||