Position in SBR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,491
-$97 QoQ
Shares Held
116
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#136
of 149 holders
Holding Since
Mar 2026
2 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, 2026DHJJ Financial Advisors, Ltd. holds $79,500 across 8 Oil & Gas Midstream names. SBR ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
108 | $28,959 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
680 | $21,739 | |
| 3 | OKE |
Oneok Inc /New/
|
106 | $9,215 | |
| 4 | SBR |
Sabine Royalty Trust
This page
|
116 | $8,491 | |
| 5 | ET |
Energy Transfer LP
|
317 | $6,061 | |
| 6 | WMB |
Williams Companies, Inc.
|
31 | $2,304 | |
| 7 | ENB |
Enbridge Inc
|
40 | $2,168 | |
| 8 | MPLX |
Mplx LP
|
10 | $563 |
All Filings in SBR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,491 | 116 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,588 | 114 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||