Position in PBT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$272,572
+$57,504 QoQ
Shares Held
12,666
0.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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, 2026Waverly Advisors, LLC holds $160,619,628 across 18 Oil & Gas Midstream names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
1,390,296 | $26,582,459 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
514,978 | $18,930,591 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
78,936 | $18,866,493 | |
| 4 | ENB |
Enbridge Inc
|
250,637 | $13,587,031 | |
| 5 | MPLX |
Mplx LP
|
239,612 | $13,497,343 | |
| 6 | PAA |
Plains All American Pipeline LP
|
592,342 | $13,185,532 | |
| 7 | WES |
Western Midstream Partners, LP
|
250,869 | $10,978,027 | |
| 8 | AM |
Antero Midstream Corp
|
444,256 | $10,106,824 |
All Filings in PBT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $272,572 | 12,666 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $215,068 | 12,666 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $231,154 | 12,666 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $157,818 | 12,666 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $125,520 | 12,666 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $140,339 | 12,666 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $150,598 | 12,666 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $153,901 | 13,668 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $153,258 | 12,666 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $176,817 | 12,666 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $273,423 | 12,867 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $245,959 | 9,866 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||