Position in PBA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$249,750
+$8,046 QoQ
Shares Held
5,400
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#309
of 431 holders
Holding Since
Sep 2025
4 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, 2026Kellett Wealth Advisors, LLC holds $1,229,859 across 3 Oil & Gas Midstream names. PBA ranks #3 (20.3% of the industry book) .
All Filings in PBA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,750 | 5,400 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $241,704 | 5,400 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $205,524 | 5,400 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $218,484 | 5,400 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||