Position in VG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$122,596
New position
Shares Held
11,015
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#277
of 372 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Independent Advisor Alliance holds $33,159,354 across 15 Oil & Gas Midstream names. VG ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
176,115 | $6,473,986 | |
| 2 | ENB |
Enbridge Inc
|
79,988 | $4,336,148 | |
| 3 | ET |
Energy Transfer LP
|
212,838 | $4,069,462 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
114,729 | $3,667,885 | |
| 5 | FRO |
Frontline plc
|
86,593 | $3,012,570 | |
| 6 | OKE |
Oneok Inc /New/
|
29,044 | $2,525,084 | |
| 7 | MPLX |
Mplx LP
|
28,705 | $1,616,952 | |
| 8 | VNOM |
Viper Energy, Inc.
|
38,077 | $1,614,464 |
All Filings in VG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,596 | 11,015 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||