Position in SBR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$695,915
+$63,494 QoQ
Shares Held
9,237
+0.2% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SBR 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. SBR ranks #9 (4.9% 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
|
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 SBR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $695,915 | 9,237 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $632,421 | 9,223 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $731,826 | 9,210 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $612,522 | 9,186 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $637,301 | 9,415 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $637,535 | 9,837 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $614,549 | 9,949 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $642,501 | 9,932 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $760,345 | 11,957 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $864,264 | 12,736 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $745,592 | 11,314 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $755,672 | 11,460 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,039,645 | 42,329 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,590,609 | 42,020 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,553,833 | 35,929 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,521,954 | 41,425 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,570,337 | 44,508 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,683,288 | 40,386 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,678,930 | 62,548 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,206,592 | 54,727 | Shares | Sole | 2021-07-30 | |
| No filing history on record for this holder in this stock. | ||||||