Position in TNCAF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$203,510
+$203,510 QoQ
Shares Held
3,070
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#263
of 385 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TNCAF Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Phillips Wealth Planners LLC holds $3,543,240 across 7 Oil & Gas Midstream names. TNCAF ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
23,357 | $1,736,359 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
12,735 | $407,137 | |
| 3 | OKE |
Oneok Inc /New/
|
3,994 | $347,238 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
8,605 | $316,319 | |
| 5 | ENB |
Enbridge Inc
|
5,519 | $299,184 | |
| 6 | ET |
Energy Transfer LP
|
12,212 | $233,493 | |
| 7 | TNCAF |
Tc Energy Corp
This page
|
3,070 | $203,510 |
All Filings in TNCAF
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,510 | 3,070 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | — | 3,176 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $81,770 | 5,719 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $76,232 | 5,770 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $76,308 | 5,907 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | — | 5,952 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $74,063 | 6,733 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $101,961 | 7,972 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $97,404 | 8,184 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $96,405 | 8,233 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $64,715 | 5,809 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | — | 8,330 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | — | 8,438 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | — | 8,384 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||