Position in VG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,951,163
-$669,964 QoQ
Shares Held
265,154
+15.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#100
of 373 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VG Over Time
Shares Held
Position Value (USD)
Derivatives in VG
reported options exposure · as of Jun 30, 2026CallValue
$17,808
CallShares
1,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Arkadios Wealth Advisors holds $40,392,628 across 20 Oil & Gas Midstream names. VG ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
140,994 | $10,481,493 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
284,806 | $9,105,247 | |
| 3 | OKE |
Oneok Inc /New/
|
39,526 | $3,436,390 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
88,011 | $3,235,284 | |
| 5 | VG |
Venture Global, Inc.
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|
265,154 | $2,951,163 | |
| 6 | ET |
Energy Transfer LP
|
133,394 | $2,550,492 | |
| 7 | PAGP |
Plains Gp Holdings LP
|
97,643 | $2,369,794 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
6,360 | $1,520,103 |
All Filings in VG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,951,163 | 265,154 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $17,808 | 1,600 | Call | Sole | 2026-08-10 | |
| 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. | ||||||