Position in TK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$621,870
-$79,057 QoQ
Shares Held
62,187
+8.3% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#70
of 176 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TK Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $98,491,013 across 19 Oil & Gas Midstream names. TK ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
150,826 | $36,048,922 | |
| 2 | OKE |
Oneok Inc /New/
|
213,266 | $18,541,346 | |
| 3 | MPLX |
Mplx LP
|
203,936 | $11,487,714 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
330,455 | $10,564,646 | |
| 5 | ENB |
Enbridge Inc
|
95,086 | $5,154,612 | |
| 6 | WMB |
Williams Companies, Inc.
|
56,563 | $4,204,893 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
66,928 | $2,460,273 | |
| 8 | TRGP |
Targa Resources Corp.
|
8,843 | $2,371,162 |
All Filings in TK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,870 | 62,187 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $700,927 | 57,406 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $518,511 | 57,421 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $469,891 | 57,444 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $467,552 | 56,673 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $370,725 | 56,427 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $391,191 | 56,449 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||