Position in SOBO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,008
+$109 QoQ
Shares Held
57
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#255
of 301 holders
Holding Since
Dec 2024
7 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, 2026CGC Financial Services, LLC holds $116,342 across 8 Oil & Gas Midstream names. SOBO ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
613 | $33,230 | |
| 2 | OKE |
Oneok Inc /New/
|
304 | $26,429 | |
| 3 | TRP |
Tc Energy Corp
|
286 | $18,958 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
408 | $14,998 | |
| 5 | AM |
Antero Midstream Corp
|
500 | $11,375 | |
| 6 | DTM |
DT Midstream, Inc.
|
50 | $7,337 | |
| 7 | SOBO |
South Bow Corp
This page
|
57 | $2,008 | |
| 8 | WMB |
Williams Companies, Inc.
|
27 | $2,007 |
All Filings in SOBO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,008 | 57 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,899 | 57 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,565 | 57 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,612 | 57 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,476 | 57 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,454 | 57 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,343 | 57 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||