Position in PBA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$242,858
+$22,326 QoQ
Shares Held
5,251
+6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#310
of 431 holders
Holding Since
Mar 2026
2 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, 2026Compound Planning, Inc. holds $12,158,087 across 11 Oil & Gas Midstream names. PBA ranks #11 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
69,171 | $3,749,759 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
59,753 | $1,910,303 | |
| 3 | WMB |
Williams Companies, Inc.
|
21,342 | $1,586,563 | |
| 4 | TNCAF |
Tc Energy Corp
|
19,294 | $1,278,998 | |
| 5 | INSW |
International Seaways, Inc.
|
15,695 | $1,202,079 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
3,078 | $735,671 | |
| 7 | ET |
Energy Transfer LP
|
25,565 | $488,802 | |
| 8 | TRGP |
Targa Resources Corp.
|
1,610 | $431,704 |
All Filings in PBA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,858 | 5,251 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $220,532 | 4,927 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||