Position in NEXT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$144,375
New position
Shares Held
19,148
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#132
of 208 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026TRB Wealth Management, LLC holds $473,291 across 2 Oil & Gas Equipment & Services names. NEXT ranks #2 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
7,075 | $328,916 | |
| 2 | NEXT |
NextDecade Corp
This page
|
19,148 | $144,375 |
All Filings in NEXT
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,375 | 19,148 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||