Position in PBA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$21,552
-$23,879 QoQ
Shares Held
466
-54.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#377
of 431 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PBA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026IFP Advisors, Inc holds $13,888,694 across 36 Oil & Gas Midstream names. PBA ranks #25 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
70,278 | $2,583,419 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
62,164 | $1,987,383 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
7,643 | $1,826,753 | |
| 4 | ET |
Energy Transfer LP
|
75,780 | $1,448,913 | |
| 5 | OKE |
Oneok Inc /New/
|
13,855 | $1,204,553 | |
| 6 | MPLX |
Mplx LP
|
18,490 | $1,041,541 | |
| 7 | ENB |
Enbridge Inc
|
13,959 | $756,717 | |
| 8 | WMB |
Williams Companies, Inc.
|
9,851 | $732,323 |
All Filings in PBA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,552 | 466 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $45,431 | 1,015 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $45,633 | 1,199 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $27,755 | 686 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $35,296 | 941 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $80,380 | 2,008 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $72,606 | 1,965 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $99,347 | 2,409 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $215,286 | 5,806 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $422,348 | 11,951 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $394,005 | 11,447 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $9,168 | 305 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,873 | 155 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,022 | 155 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $7 | 165 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,011 | 165 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,832 | 165 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $5,828 | 155 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $4,701 | 155 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $4,911 | 155 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $4,924 | 155 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $4,470 | 155 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $14,077 | 595 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $3,290 | 155 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,875 | 155 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,915 | 155 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||