Position in PBA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$231,250
+$7,450 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#314
of 431 holders
Holding Since
Mar 2024
9 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, 2026Disciplined Investments, LLC holds $4,669,424 across 7 Oil & Gas Midstream names. PBA ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
25,161 | $2,187,497 | |
| 2 | TRP |
Tc Energy Corp
|
8,611 | $570,823 | |
| 3 | ET |
Energy Transfer LP
|
29,216 | $558,609 | |
| 4 | WMB |
Williams Companies, Inc.
|
7,510 | $558,293 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
8,848 | $325,252 | |
| 6 | PAGP |
Plains Gp Holdings LP
|
9,794 | $237,700 | |
| 7 | PBA |
Pembina Pipeline Corp
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|
5,000 | $231,250 |
All Filings in PBA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,250 | 5,000 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $223,800 | 5,000 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $404,600 | 10,000 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $581,405 | 15,500 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $620,465 | 15,500 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $572,725 | 15,500 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $639,220 | 15,500 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $574,740 | 15,500 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $547,770 | 15,500 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||