Position in PBT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,950,808
+$404,924 QoQ
Shares Held
197,716
-6.4% QoQ
Ownership
0.424%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 101 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PBT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026LPL Financial LLC holds $1,339,283,823 across 45 Oil & Gas Midstream names. PBT ranks #21 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
3,662,839 | $198,562,502 | |
| 2 | WMB |
Williams Companies, Inc.
|
2,219,798 | $165,019,783 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
4,261,876 | $156,666,561 | |
| 4 | OKE |
Oneok Inc /New/
|
1,662,568 | $144,543,661 | |
| 5 | ET |
Energy Transfer LP
|
7,510,573 | $143,602,155 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
4,306,757 | $137,687,021 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
339,433 | $81,127,881 | |
| 8 | TNCAF |
Tc Energy Corp
|
963,177 | $63,849,003 |
All Filings in PBT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,950,808 | 197,716 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,545,884 | 211,240 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,904,652 | 229,956 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,265,098 | 233,704 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,938,030 | 235,797 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,346,519 | 236,783 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,235,858 | 292,045 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,228,717 | 271,549 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,518,085 | 312,441 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,653,525 | 136,655 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,497,301 | 250,523 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,724,211 | 175,257 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,182,231 | 167,759 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,156,935 | 88,399 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,211,980 | 87,777 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,410,487 | 86,374 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,428,265 | 86,300 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $975,805 | 78,002 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $680,305 | 67,357 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $400,498 | 69,895 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $361,911 | 64,397 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $252,045 | 63,328 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $210,413 | 63,569 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $168,039 | 67,758 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $223,070 | 67,597 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $187,042 | 66,327 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||