Robertson Stephens Wealth Management, LLC
Position in SBR — Sabine Royalty Trust
CIK 1767307
San Francisco, CA
Position in SBR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$775,920
-$22,684 QoQ
Shares Held
10,600
0.0% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#16
of 41 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SBR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $5,435,553 across 6 Oil & Gas Midstream names. SBR ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
56,876 | $2,090,761 | |
| 2 | MPLX |
Mplx LP
|
24,368 | $1,372,649 | |
| 3 | SBR |
Sabine Royalty Trust
This page
|
10,600 | $775,920 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
17,885 | $571,783 | |
| 5 | OKE |
Oneok Inc /New/
|
3,846 | $334,371 | |
| 6 | ET |
Energy Transfer LP
|
15,171 | $290,069 |
All Filings in SBR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,920 | 10,600 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $798,604 | 10,600 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $726,842 | 10,600 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $842,276 | 10,600 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $706,808 | 10,600 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $717,514 | 10,600 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $680,505 | 10,500 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $648,585 | 10,500 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $679,245 | 10,500 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||