Position in VG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$523
-$265 QoQ
Shares Held
47
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#356
of 372 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VG Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Crewe Advisors LLC holds $288,074 across 10 Oil & Gas Midstream names. VG ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
2,605 | $141,217 | |
| 2 | WMB |
Williams Companies, Inc.
|
646 | $48,023 | |
| 3 | DTM |
DT Midstream, Inc.
|
254 | $37,271 | |
| 4 | OKE |
Oneok Inc /New/
|
280 | $24,343 | |
| 5 | ET |
Energy Transfer LP
|
755 | $14,435 | |
| 6 | TRGP |
Targa Resources Corp.
|
46 | $12,334 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
271 | $8,663 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
5 | $1,195 |
All Filings in VG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523 | 47 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $788 | 50 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||