Position in PBA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,035
-$4,930 QoQ
Shares Held
44
-74.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#417
of 431 holders
Holding Since
Mar 2020
12 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 Jun 30, 2026JNBA Financial Advisors holds $628,577 across 15 Oil & Gas Midstream names. PBA ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
8,195 | $444,250 | |
| 2 | WMB |
Williams Companies, Inc.
|
1,025 | $76,198 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
1,323 | $48,633 | |
| 4 | OKE |
Oneok Inc /New/
|
219 | $19,039 | |
| 5 | PBT |
Permian Basin Royalty Trust
|
579 | $14,498 | |
| 6 | TNCAF |
Tc Energy Corp
|
186 | $12,329 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
114 | $3,644 | |
| 8 | TRGP |
Targa Resources Corp.
|
12 | $3,217 |
All Filings in PBA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,035 | 44 | Shares | Sole | 2026-07-23 | |
| 2025-03-31 | $6,965 | 174 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,429 | 174 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,175 | 174 | Shares | Sole | 2024-10-31 | |
| 2021-12-31 | $25,780 | 850 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $26,936 | 850 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $27,004 | 850 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $24,514 | 850 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $20,111 | 850 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $18,045 | 850 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $21,250 | 850 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $17,907 | 952 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||