Position in TRP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$651,696
New position
Shares Held
9,831
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#374
of 693 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 20%
Shared 0%
None 80%
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $4,210,700 across 6 Oil & Gas Midstream names. TRP ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
88,931 | $1,700,360 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
18,855 | $693,109 | |
| 3 | TRP |
Tc Energy Corp
This page
|
9,831 | $651,696 | |
| 4 | ENB |
Enbridge Inc
|
9,062 | $491,251 | |
| 5 | EE |
Excelerate Energy, Inc.
|
9,002 | $341,985 | |
| 6 | WMB |
Williams Companies, Inc.
|
4,470 | $332,299 |
All Filings in TRP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $651,696 | 9,831 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||