Position in SBR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,128,963
-$33,005 QoQ
Shares Held
15,423
0.0% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 148 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in SBR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,223,747,241 across 34 Oil & Gas Midstream names. SBR ranks #27 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
3,905,784 | $290,355,978 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
4,038,337 | $148,449,265 | |
| 3 | ENB |
Enbridge Inc
|
2,605,789 | $141,259,820 | |
| 4 | ET |
Energy Transfer LP
|
6,570,729 | $125,632,336 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
435,865 | $104,176,090 | |
| 6 | OKE |
Oneok Inc /New/
|
926,836 | $80,579,119 | |
| 7 | MPLX |
Mplx LP
|
1,306,287 | $73,583,145 | |
| 8 | KMI |
Kinder Morgan, Inc.
|
1,968,184 | $62,922,838 |
All Filings in SBR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,128,963 | 15,423 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,161,968 | 15,423 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,065,782 | 15,543 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,241,402 | 15,623 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,045,075 | 15,673 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,059,483 | 15,652 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $997,490 | 15,391 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $934,085 | 15,122 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,010,844 | 15,626 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $911,243 | 14,330 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $806,786 | 11,889 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $801,277 | 12,159 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $733,515 | 11,124 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $755,369 | 10,519 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $898,848 | 10,519 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $733,331 | 10,317 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $673,576 | 11,064 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $347,135 | 6,011 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $250,538 | 6,011 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $257,450 | 6,011 | Shares | Defined | 2021-11-15 | |
| 2020-03-31 | $291,242 | 10,537 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||