Position in SBR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$61,195
-$659 QoQ
Shares Held
836
+1.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#120
of 149 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026SHP Wealth Management holds $1,018,107 across 18 Oil & Gas Midstream names. SBR ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
1,288 | $307,844 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
5,546 | $203,870 | |
| 3 | ENB |
Enbridge Inc
|
2,350 | $127,393 | |
| 4 | OKE |
Oneok Inc /New/
|
1,263 | $109,805 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
3,099 | $99,075 | |
| 6 | SBR |
Sabine Royalty Trust
This page
|
836 | $61,195 | |
| 7 | WMB |
Williams Companies, Inc.
|
671 | $49,882 | |
| 8 | TRGP |
Targa Resources Corp.
|
74 | $19,842 |
All Filings in SBR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,195 | 836 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $61,854 | 821 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $55,610 | 811 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||