Position in PBT
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$3,012
-$304,121 QoQ
Shares Held
140
-99.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 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, 2026Western Wealth Management, LLC holds $8,113,188 across 23 Oil & Gas Midstream names. PBT ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
36,190 | $1,959,326 | |
| 2 | ET |
Energy Transfer LP
|
86,328 | $1,666,130 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
3,756 | $1,065,802 | |
| 4 | OKE |
Oneok Inc /New/
|
8,452 | $763,975 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
20,558 | $689,309 | |
| 6 | AM |
Antero Midstream Corp
|
25,392 | $578,937 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
9,723 | $367,918 | |
| 8 | INSW |
International Seaways, Inc.
|
4,720 | $343,993 |
All Filings in PBT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,012 | 140 | Shares | Sole | 2026-05-19 | |
| 2021-06-30 | $307,133 | 54,650 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $216,313 | 54,350 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $183,539 | 55,450 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $152,396 | 61,450 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $206,085 | 62,450 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $175,827 | 62,350 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||