Position in PBA
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$959,178
+$131,387 QoQ
Shares Held
20,739
+12.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#211
of 431 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in PBA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $104,620,716 across 32 Oil & Gas Midstream names. PBA ranks #15 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
219,941 | $16,350,413 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
363,252 | $13,353,143 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
393,468 | $12,579,171 | |
| 4 | OKE |
Oneok Inc /New/
|
108,372 | $9,421,861 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
34,096 | $8,149,284 | |
| 6 | ET |
Energy Transfer LP
|
382,060 | $7,304,987 | |
| 7 | TRGP |
Targa Resources Corp.
|
23,794 | $6,380,123 | |
| 8 | ENB |
Enbridge Inc
|
116,720 | $6,327,391 |
All Filings in PBA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $959,178 | 20,739 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $827,791 | 18,494 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,198,281 | 31,484 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,323,648 | 32,715 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $580,129 | 15,466 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $725,503 | 18,124 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $646,181 | 17,488 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $789,828 | 19,152 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $754,058 | 20,336 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $832,009 | 23,543 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $724,127 | 21,038 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $591,430 | 19,675 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $633,264 | 20,142 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $524,005 | 16,173 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $512,678 | 15,101 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $335,770 | 11,056 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $314,862 | 8,907 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $354,116 | 9,418 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $423,922 | 13,977 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $362,850 | 11,450 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $321,417 | 10,117 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $301,176 | 10,443 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $272,468 | 11,516 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $321,018 | 15,121 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $704,775 | 28,191 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $459,434 | 24,425 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||