Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SL ADVISORS, LLC (CIK 1680365) reported $57.2M across 32 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ET ($9.1M, 15.85%), NEXT ($6.2M, 10.89%), WMB ($4.8M, 8.35%), TRGP ($4.7M, 8.14%), USAI ($4.4M, 7.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ET | ENERGY TRANSFER LP | $9.1M | 15.85% | 473,898 | Added |
| 2 | NEXT | NEXTDECADE | $6.2M | 10.89% | 825,378 | Trimmed |
| 3 | WMB | WILLIAMS COMPANIES | $4.8M | 8.35% | 64,189 | Trimmed |
| 4 | TRGP | TARGA RESOURCES CORP | $4.7M | 8.14% | 17,346 | Trimmed |
| 5 | USAI | PACER AMERN ENERGY INDEPENDENCE ETF | $4.4M | 7.62% | 95,782 | Trimmed |
| 6 | LNG | CHENIERE ENERGY INC | $4.2M | 7.29% | 17,425 | Trimmed |
| 7 | OKE | ONEOK INC | $3.3M | 5.80% | 38,114 | Trimmed |
| 8 | EPD | ENTERPRISE PRODS PART LP | $2.6M | 4.59% | 71,351 | Trimmed |
| 9 | KNTK | KINETIK HOLDINGS | $1.7M | 2.96% | 34,972 | Trimmed |
| 10 | BRK/B | BERKSHIRE HATHAWAY CLASS B | $1.7M | 2.89% | 3,298 | Trimmed |
| 11 | TRP | TC ENERGY CORP F | $1.6M | 2.85% | 24,562 | Trimmed |
| 12 | ENB | ENBRIDGE INC F | $1.5M | 2.65% | 27,898 | Trimmed |
| 13 | SPY | SPDR S&P 500 ETF | $1.5M | 2.54% | 1,947 | Trimmed |
| 14 | KMI | KINDER MORGAN INC | $1.1M | 1.95% | 34,805 | Trimmed |
| 15 | WES | WESTERN MIDSTREAM PAR LP | $1.0M | 1.80% | 23,466 | Trimmed |
| 16 | MPLX | MPLX, LP | $964,144 | 1.69% | 17,116 | Trimmed |
| 17 | PBA | PEMBINA PIPELINE CO F | $932,446 | 1.63% | 20,161 | Trimmed |
| 18 | RTX | RAYTHEON TECHNOLOGIES CO | $761,956 | 1.33% | 4,016 | Trimmed |
| 19 | SOBO | SOUTH BOW CORP F | $747,934 | 1.31% | 21,224 | Trimmed |
| 20 | RSG | REPUBLIC SERVICES | $622,620 | 1.09% | 2,922 | Trimmed |
| 21 | WM | WASTE MANAGEMENT INC | $542,713 | 0.95% | 2,435 | Trimmed |
| 22 | LMT | KINETIK HOLDINGS | $413,172 | 0.72% | 811 | Added |
| 23 | XLP | SPDR FUND CONSUMER STAPLES ETF | $403,898 | 0.71% | 4,862 | Added |
| 24 | PAGP | PLAINS GP HLDGS | $374,972 | 0.66% | 15,450 | Trimmed |
| 25 | ECL | ECOLAB INC | $353,556 | 0.62% | 1,269 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30