Position in PBT
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,236,905
+$232,080 QoQ
Shares Held
57,477
-2.9% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PBT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Essex Financial Services, Inc. holds $14,243,891 across 17 Oil & Gas Midstream names. PBT ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
10,824 | $3,071,418 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
36,025 | $1,363,186 | |
| 3 | PBT |
Permian Basin Royalty Trust
This page
|
57,477 | $1,236,905 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
32,217 | $1,080,236 | |
| 5 | ENB |
Enbridge Inc
|
18,453 | $999,045 | |
| 6 | KNTK |
Kinetik Holdings Inc.
|
19,057 | $922,549 | |
| 7 | FLNG |
Flex LNG Ltd.
|
26,450 | $785,829 | |
| 8 | ET |
Energy Transfer LP
|
36,629 | $706,939 |
All Filings in PBT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,236,905 | 57,477 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,004,825 | 59,177 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,079,925 | 59,174 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $737,308 | 59,174 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $586,394 | 59,172 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $675,060 | 60,926 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $724,398 | 60,925 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $704,493 | 62,566 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $794,957 | 65,699 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $932,416 | 66,792 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,123,296 | 52,861 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,419,738 | 56,949 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,641,328 | 231,202 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,772,816 | 229,080 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,738,067 | 228,908 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,640,255 | 280,378 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,572,130 | 285,542 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,053,048 | 302,282 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,514,891 | 264,379 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,166,150 | 207,500 | Shares | Sole | 2021-07-30 | |
| No filing history on record for this holder in this stock. | ||||||