Position in VG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$111,811
-$46,261 QoQ
Shares Held
10,046
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#283
of 372 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VG Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Forum Financial Management, LP holds $27,491,683 across 9 Oil & Gas Midstream names. VG ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
147,028 | $12,782,614 | |
| 2 | ET |
Energy Transfer LP
|
392,423 | $7,503,127 | |
| 3 | MPLX |
Mplx LP
|
62,292 | $3,508,908 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
42,436 | $1,559,947 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
27,784 | $888,254 | |
| 6 | WMB |
Williams Companies, Inc.
|
8,409 | $625,125 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
1,122 | $268,169 | |
| 8 | ENB |
Enbridge Inc
|
4,496 | $243,728 |
All Filings in VG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,811 | 10,046 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $158,072 | 10,030 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $68,336 | 10,020 | Shares | Other | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||