Position in SBR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$816,472
-$12,569 QoQ
Shares Held
11,154
+1.4% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#15
of 41 holders
Holding Since
Sep 2022
16 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $18,040,968 across 15 Oil & Gas Midstream names. SBR ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
171,027 | $6,286,952 | |
| 2 | ET |
Energy Transfer LP
|
175,693 | $3,359,250 | |
| 3 | WES |
Western Midstream Partners, LP
|
34,393 | $1,505,037 | |
| 4 | ENB |
Enbridge Inc
|
22,657 | $1,228,235 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
32,046 | $1,024,510 | |
| 6 | SBR |
Sabine Royalty Trust
This page
|
11,154 | $816,472 | |
| 7 | PAGP |
Plains Gp Holdings LP
|
22,434 | $544,473 | |
| 8 | WMB |
Williams Companies, Inc.
|
7,320 | $544,168 |
All Filings in SBR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $816,472 | 11,154 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $829,041 | 11,004 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $685,494 | 9,997 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $784,270 | 9,870 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $579,249 | 8,687 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $588,903 | 8,700 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $489,574 | 7,554 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $418,121 | 6,769 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $420,549 | 6,501 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $411,936 | 6,478 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $362,779 | 5,346 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $337,276 | 5,118 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $326,600 | 4,953 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $334,921 | 4,664 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $365,298 | 4,275 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $205,279 | 2,888 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||