Position in SOBO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$67,837
+$16,469 QoQ
Shares Held
1,925
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#181
of 301 holders
Holding Since
Dec 2025
2 quarters on record
Common Shares in SOBO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $1,621,552 across 8 Oil & Gas Midstream names. SOBO ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
43,696 | $835,467 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
14,553 | $534,968 | |
| 3 | OKE |
Oneok Inc /New/
|
1,558 | $135,452 | |
| 4 | SOBO |
South Bow Corp
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|
1,925 | $67,837 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
664 | $21,228 | |
| 6 | AM |
Antero Midstream Corp
|
636 | $14,469 | |
| 7 | ENB |
Enbridge Inc
|
196 | $10,625 | |
| 8 | NAT |
NORDIC AMERICAN TANKERS Ltd
|
272 | $1,506 |
All Filings in SOBO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,837 | 1,925 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $51,368 | 1,870 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||