Position in VG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3,621,127
+$2,403,472 QoQ
Shares Held
229,767
+28.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in VG Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Arkadios Wealth Advisors holds $40,782,068 across 15 Oil & Gas Midstream names. VG ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
301,894 | $10,122,505 | |
| 2 | WMB |
Williams Companies, Inc.
|
131,590 | $9,577,119 | |
| 3 | VG |
Venture Global, Inc.
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|
229,767 | $3,621,127 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
87,821 | $3,323,145 | |
| 5 | ET |
Energy Transfer LP
|
153,677 | $2,965,965 | |
| 6 | OKE |
Oneok Inc /New/
|
31,209 | $2,820,980 | |
| 7 | PAGP |
Plains Gp Holdings LP
|
96,014 | $2,331,219 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
6,451 | $1,830,535 |
All Filings in VG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,621,127 | 229,767 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,217,655 | 178,542 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $566,379 | 39,914 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $536,995 | 34,467 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $207,545 | 20,150 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||