Position in SBR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,722,993
+$10,799,300 QoQ
Shares Held
221,967
+156.9% QoQ
Ownership
1.52%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SBR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Beacon Pointe Advisors, LLC holds $166,392,720 across 21 Oil & Gas Midstream names. SBR ranks #5 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
1,922,976 | $37,113,436 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
802,248 | $30,357,064 | |
| 3 | ENB |
Enbridge Inc
|
353,335 | $19,129,556 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
516,678 | $17,324,213 | |
| 5 | SBR |
Sabine Royalty Trust
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|
221,967 | $16,722,993 | |
| 6 | WMB |
Williams Companies, Inc.
|
213,574 | $15,543,915 | |
| 7 | OKE |
Oneok Inc /New/
|
153,081 | $13,836,991 | |
| 8 | PBT |
Permian Basin Royalty Trust
|
157,833 | $3,396,566 |
All Filings in SBR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,722,993 | 221,967 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,923,693 | 86,389 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,800,504 | 85,584 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,062,211 | 195,894 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $13,094,698 | 193,451 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,191,473 | 188,111 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,981,946 | 48,275 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,174,985 | 49,080 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,695,997 | 199,654 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,469,531 | 198,490 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $12,730,034 | 193,172 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,565,849 | 145,069 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,882,427 | 26,214 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,185,405 | 130,900 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||