Position in SOBO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$389,366
+$21,214 QoQ
Shares Held
11,049
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#155
of 301 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOBO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Sovereign Investment Advisors, LLC holds $69,453,717 across 7 Oil & Gas Midstream names. SOBO ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPLX |
Mplx LP
|
373,955 | $21,064,885 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
332,382 | $12,218,362 | |
| 3 | WES |
Western Midstream Partners, LP
|
274,479 | $12,011,201 | |
| 4 | PAA |
Plains All American Pipeline LP
|
528,931 | $11,774,004 | |
| 5 | OKE |
Oneok Inc /New/
|
95,849 | $8,333,112 | |
| 6 | TRP |
Tc Energy Corp
|
55,254 | $3,662,787 | |
| 7 | SOBO |
South Bow Corp
This page
|
11,049 | $389,366 |
All Filings in SOBO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,366 | 11,049 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||