Position in SBR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$766,111
-$22,397 QoQ
Shares Held
10,466
0.0% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
3.27%
of 13F equity value
Holder Rank
#14
of 37 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, 2026DWR WEALTH MANAGEMENT, LLC holds $957,311 across 2 Oil & Gas Midstream names. SBR ranks #1 (80.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBR |
Sabine Royalty Trust
This page
|
10,466 | $766,111 | |
| 2 | ET |
Energy Transfer LP
|
10,000 | $191,200 |
All Filings in SBR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $766,111 | 10,466 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $788,508 | 10,466 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $717,653 | 10,466 | Shares | Sole | 2026-04-01 | |
| No filing history on record for this holder in this stock. | ||||||