Position in SOBO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$368,152
+$79,360 QoQ
Shares Held
11,049
+5.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SOBO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Sovereign Investment Advisors, LLC holds $69,521,117 across 7 Oil & Gas Midstream names. SOBO ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPLX |
Mplx LP
|
373,955 | $21,341,611 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
332,382 | $12,577,334 | |
| 3 | PAA |
Plains All American Pipeline LP
|
528,931 | $11,811,029 | |
| 4 | WES |
Western Midstream Partners, LP
|
274,479 | $11,300,300 | |
| 5 | OKE |
Oneok Inc /New/
|
95,849 | $8,663,791 | |
| 6 | TRP |
Tc Energy Corp
|
55,254 | $3,458,900 | |
| 7 | SOBO |
South Bow Corp
This page
|
11,049 | $368,152 |
All Filings in SOBO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $368,152 | 11,049 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $288,792 | 10,513 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $312,576 | 11,049 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $286,279 | 11,049 | Shares | Sole | 2025-07-21 | |
| 2024-12-31 | $260,424 | 11,049 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||