Position in PBA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$23,957
+$772 QoQ
Shares Held
518
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#373
of 431 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in PBA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $384,039 across 12 Oil & Gas Midstream names. PBA ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTM |
DT Midstream, Inc.
|
679 | $99,636 | |
| 2 | WMB |
Williams Companies, Inc.
|
1,234 | $91,735 | |
| 3 | ENB |
Enbridge Inc
|
1,098 | $59,522 | |
| 4 | ET |
Energy Transfer LP
|
3,075 | $58,794 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
1,000 | $36,760 | |
| 6 | PBA |
Pembina Pipeline Corp
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|
518 | $23,957 | |
| 7 | TRP |
Tc Energy Corp
|
115 | $7,623 | |
| 8 | KMI |
Kinder Morgan, Inc.
|
171 | $5,466 |
All Filings in PBA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,957 | 518 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $23,185 | 518 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $19,715 | 518 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $20,958 | 518 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $19,430 | 518 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $20,735 | 518 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $19,140 | 518 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $21,362 | 518 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $19,207 | 518 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $18,306 | 518 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $17,829 | 518 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $15,571 | 518 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $9,526 | 303 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||