Position in PBA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$491,241
+$74,332 QoQ
Shares Held
10,975
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PBA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026TCFG WEALTH MANAGEMENT, LLC holds $4,912,243 across 6 Oil & Gas Midstream names. PBA ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
60,604 | $2,293,255 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
31,575 | $1,058,709 | |
| 3 | ET |
Energy Transfer LP
|
25,562 | $493,346 | |
| 4 | PBA |
Pembina Pipeline Corp
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|
10,975 | $491,241 | |
| 5 | OKE |
Oneok Inc /New/
|
3,715 | $335,798 | |
| 6 | ENB |
Enbridge Inc
|
4,431 | $239,894 |
All Filings in PBA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $491,241 | 10,975 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $416,909 | 10,954 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $450,481 | 11,134 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $383,127 | 10,214 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $377,122 | 9,421 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $310,416 | 8,401 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||