Position in TRP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$248,587
+$11,897 QoQ
Shares Held
3,750
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#500
of 693 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $10,065,469 across 11 Oil & Gas Midstream names. TRP ranks #10 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
12,891 | $3,081,077 | |
| 2 | OKE |
Oneok Inc /New/
|
16,540 | $1,437,987 | |
| 3 | ET |
Energy Transfer LP
|
66,563 | $1,272,684 | |
| 4 | WMB |
Williams Companies, Inc.
|
13,512 | $1,004,482 | |
| 5 | ENB |
Enbridge Inc
|
17,011 | $922,166 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
21,839 | $802,801 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
12,824 | $409,983 | |
| 8 | PBT |
Permian Basin Royalty Trust
|
14,774 | $369,940 |
All Filings in TRP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,587 | 3,750 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $236,690 | 3,781 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $446,571 | 8,118 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $399,478 | 7,342 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $348,360 | 7,140 | Shares | Sole | 2025-07-23 | |
| 2024-12-31 | $388,851 | 8,357 | Shares | Sole | 2025-01-22 | |
| 2024-03-31 | $205,060 | 5,101 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $230,865 | 5,906 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||