Creative Planning

Position in SBR — Sabine Royalty Trust

CIK 1540235 OVERLAND PARK, KS

Position in SBR

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,343,613

+$128,622 QoQ

Shares Held

17,834

+0.6% QoQ

Ownership

0.122%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Mar 31, 2026

Creative Planning holds $316,603,010 across 36 Oil & Gas Midstream names. SBR ranks #21 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEL	Genesis Energy LP	3,105,883	$55,377,893
2	EPD	Enterprise Products Partners L.P.	962,240	$36,411,161
3	WMB	Williams Companies, Inc.	432,230	$31,457,699
4	OKE	Oneok Inc /New/	347,276	$31,390,277
5	KMI	Kinder Morgan, Inc.	830,164	$27,835,398
6	ET	Energy Transfer LP	1,174,396	$22,665,842
7	ENB	Enbridge Inc	392,078	$21,227,102
8	LNG	Cheniere Energy, Inc.	69,722	$19,784,314

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,343,613	17,834	+0.6%	Shares	Sole	2026-05-12
2025-12-31	$1,214,991	17,719	+7.4%	Shares	Sole	2026-02-17
2025-09-30	$1,310,851	16,497	-3.4%	Shares	Sole	2025-11-14
2025-06-30	$1,138,227	17,070	-0.6%	Shares	Sole	2025-08-08
2025-03-31	$1,162,237	17,170	+0.2%	Shares	Sole	2025-05-15
2024-12-31	$1,110,778	17,139	+9.0%	Shares	Sole	2025-02-14
2024-09-30	$970,962	15,719	+1.0%	Shares	Sole	2024-10-11
2024-06-30	$1,007,158	15,569	-0.0%	Shares	Sole	2024-08-15
2024-03-31	$990,159	15,571	-0.7%	Shares	Sole	2024-05-13
2023-12-31	$1,064,044	15,680	-0.8%	Shares	Sole	2024-02-14
2023-09-30	$1,041,813	15,809	0.0%	Shares	Sole	2023-11-16
2023-06-30	$1,042,445	15,809	+0.6%	Shares	Sole	2023-07-21
2023-03-31	$1,128,063	15,709	0.0%	Shares	Sole	2023-05-15
2022-12-31	$1,342,334	15,709	0.0%	Shares	Sole	2023-02-10
2022-09-30	$1,116,595	15,709	+0.3%	Shares	Sole	2022-11-03
2022-06-30	$953,928	15,669	0.0%	Shares	Sole	2022-08-15
2022-03-31	$904,884	15,669	+2.2%	Shares	Sole	2022-05-16
2021-12-31	$639,246	15,337	-8.9%	Shares	Sole	2022-02-11
2021-09-30	$721,128	16,837	+6.3%	Shares	Sole	2021-11-10
2021-06-30	$638,547	15,837	-8.4%	Shares	Sole	2021-08-04
2021-03-31	$524,681	17,282	+0.3%	Shares	Sole	2021-04-30
2020-12-31	$486,428	17,237	0.0%	Shares	Sole	2021-01-29
2020-09-30	$501,596	17,237	0.0%	Shares	Sole	2020-11-05
2020-06-30	$477,809	17,237	-1.1%	Shares	Sole	2020-07-23
2020-03-31	$481,958	17,437	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.