Position in PBA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$226,717
-$395,447 QoQ
Shares Held
4,902
-64.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#316
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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $16,079,228 across 9 Oil & Gas Midstream names. PBA ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
119,663 | $4,398,811 | |
| 2 | ENB |
Enbridge Inc
|
68,524 | $3,714,686 | |
| 3 | ET |
Energy Transfer LP
|
167,591 | $3,204,339 | |
| 4 | WMB |
Williams Companies, Inc.
|
22,255 | $1,654,436 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
40,675 | $1,300,379 | |
| 6 | OKE |
Oneok Inc /New/
|
8,652 | $752,204 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
1,757 | $419,940 | |
| 8 | MPLX |
Mplx LP
|
7,238 | $407,716 |
All Filings in PBA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,717 | 4,902 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $622,164 | 13,900 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $906,741 | 23,824 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $963,878 | 23,823 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $893,525 | 23,821 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $953,514 | 23,820 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $880,075 | 23,818 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $982,254 | 23,818 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $878,239 | 23,685 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $840,208 | 23,775 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $818,335 | 23,775 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $714,586 | 23,772 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $747,297 | 23,769 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $770,018 | 23,766 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $800,608 | 23,582 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $716,185 | 23,582 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $833,623 | 23,582 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $886,683 | 23,582 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $715,242 | 23,582 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $747,313 | 23,582 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $749,200 | 23,582 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $680,104 | 23,582 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $557,950 | 23,582 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $531,769 | 25,048 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $608,725 | 24,349 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $457,271 | 24,310 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||