Position in PBA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$259,185
+$9,156 QoQ
Shares Held
5,604
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#303
of 431 holders
Holding Since
Mar 2024
10 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, 2026IHT Wealth Management, LLC holds $22,235,837 across 17 Oil & Gas Midstream names. PBA ranks #16 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
222,904 | $4,261,924 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
96,669 | $3,553,551 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
82,206 | $2,628,125 | |
| 4 | OKE |
Oneok Inc /New/
|
20,563 | $1,787,746 | |
| 5 | GLNG |
Golar Lng Ltd
|
33,042 | $1,646,813 | |
| 6 | WMB |
Williams Companies, Inc.
|
21,916 | $1,629,235 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
5,891 | $1,408,007 | |
| 8 | ENB |
Enbridge Inc
|
14,288 | $774,552 |
All Filings in PBA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,185 | 5,604 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $250,029 | 5,586 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $212,070 | 5,572 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $224,795 | 5,556 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $207,880 | 5,542 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $221,285 | 5,528 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $238,733 | 6,461 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $257,914 | 6,254 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $231,082 | 6,232 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $219,426 | 6,209 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||