Position in PBA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$352,055
+$16,714 QoQ
Shares Held
7,612
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#279
of 431 holders
Holding Since
Mar 2025
6 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, 2026Mayflower Financial Advisors, LLC holds $4,040,058 across 7 Oil & Gas Midstream names. PBA ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
34,638 | $1,273,292 | |
| 2 | WMB |
Williams Companies, Inc.
|
11,107 | $825,694 | |
| 3 | OKE |
Oneok Inc /New/
|
6,966 | $605,624 | |
| 4 | ET |
Energy Transfer LP
|
24,135 | $461,461 | |
| 5 | PBA |
Pembina Pipeline Corp
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|
7,612 | $352,055 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
9,829 | $314,233 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
869 | $207,699 |
All Filings in PBA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,055 | 7,612 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $335,341 | 7,492 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $279,741 | 7,350 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $291,190 | 7,197 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $266,095 | 7,094 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $248,466 | 6,207 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||