Position in PBA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,400,826
-$92,138 QoQ
Shares Held
95,153
-5.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#130
of 431 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in PBA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026LPL Financial LLC holds $1,339,283,823 across 45 Oil & Gas Midstream names. PBA ranks #24 (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 | TNCAF |
Tc Energy Corp
|
963,177 | $63,849,003 |
All Filings in PBA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,400,826 | 95,153 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,492,964 | 100,379 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,753,020 | 98,608 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,213,868 | 104,149 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,472,713 | 92,581 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,415,039 | 85,312 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,020,810 | 81,754 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,495,378 | 84,757 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,653,296 | 71,556 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,567,698 | 72,657 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,245,147 | 65,228 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,334,098 | 77,648 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,585,625 | 82,240 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,322,075 | 71,669 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,909,888 | 85,711 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,798,656 | 92,152 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,232,368 | 91,439 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,496,113 | 66,386 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,934,750 | 63,790 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,051,705 | 64,743 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,035,789 | 64,079 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,793,646 | 62,193 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,304,825 | 55,149 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $837,990 | 39,472 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $958,225 | 38,329 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $327,030 | 17,386 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||