Position in VG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$241,128
New position
Shares Held
15,300
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $18,040,968 across 15 Oil & Gas Midstream names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
171,027 | $6,286,952 | |
| 2 | ET |
Energy Transfer LP
|
175,693 | $3,359,250 | |
| 3 | WES |
Western Midstream Partners, LP
|
34,393 | $1,505,037 | |
| 4 | ENB |
Enbridge Inc
|
22,657 | $1,228,235 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
32,046 | $1,024,510 | |
| 6 | SBR |
Sabine Royalty Trust
|
11,154 | $816,472 | |
| 7 | PAGP |
Plains Gp Holdings LP
|
22,434 | $544,473 | |
| 8 | WMB |
Williams Companies, Inc.
|
7,320 | $544,168 |
All Filings in VG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $241,128 | 15,300 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||