Position in PBA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$55,037
+$1,773 QoQ
Shares Held
1,190
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#350
of 431 holders
Holding Since
Mar 2022
18 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, 2026Bogart Wealth, LLC holds $27,028,016 across 18 Oil & Gas Midstream names. PBA ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
446,079 | $14,261,145 | |
| 2 | WMB |
Williams Companies, Inc.
|
133,127 | $9,896,661 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
28,917 | $1,062,988 | |
| 4 | MPLX |
Mplx LP
|
8,748 | $492,774 | |
| 5 | ENB |
Enbridge Inc
|
8,904 | $482,685 | |
| 6 | ET |
Energy Transfer LP
|
19,935 | $381,157 | |
| 7 | VG |
Venture Global, Inc.
|
8,728 | $97,142 | |
| 8 | TNCAF |
Tc Energy Corp
|
1,308 | $86,707 |
All Filings in PBA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,037 | 1,190 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $53,264 | 1,190 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $45,291 | 1,190 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $48,147 | 1,190 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $44,636 | 1,190 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $47,635 | 1,190 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $43,970 | 1,190 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $49,075 | 1,190 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $44,125 | 1,190 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $42,054 | 1,190 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $40,959 | 1,190 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $35,771 | 1,190 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $37,413 | 1,190 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $38,556 | 1,190 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $40,400 | 1,190 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $36,140 | 1,190 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $42,066 | 1,190 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $44,744 | 1,190 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||