Position in PBA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$339,752
+$8,394 QoQ
Shares Held
7,346
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#282
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, 2026HB Wealth Management, LLC holds $33,359,088 across 17 Oil & Gas Midstream names. PBA ranks #15 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
81,436 | $6,053,952 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
164,218 | $6,036,653 | |
| 3 | ET |
Energy Transfer LP
|
215,505 | $4,120,455 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
107,117 | $3,424,530 | |
| 5 | OKE |
Oneok Inc /New/
|
35,263 | $3,065,765 | |
| 6 | TRGP |
Targa Resources Corp.
|
11,197 | $3,002,363 | |
| 7 | ENB |
Enbridge Inc
|
29,571 | $1,603,043 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
5,553 | $1,327,222 |
All Filings in PBA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,752 | 7,346 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $331,358 | 7,403 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $283,394 | 7,446 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $220,102 | 5,440 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||