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SL ADVISORS, LLC

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13F filer, CIK 1680365, NAPLES, FL

SL ADVISORS, LLC reported $59,071,969 across 32 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-15. Its ten largest share positions make up 74.58% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001680365-26-000018

Period
2026-03-31
Reported value
$59.1M
Holdings
32
Top 10 weight
74.58%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NEXTadded+64,103$491K
BRK-Badded+464$222K
KOadded+229$17.4K
XLPadded+2$163

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ETreduced-18,000-$347K
ADPreduced-728-$148K
TRGPreduced-457-$115K
LMTreduced-159-$96.1K
LNGreduced-250-$70.9K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001680365-26-000018, largest first. % of portfolio is the value over $59,071,969, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379,324 shares; 2024Q4: 378,868 shares; 2025Q1: 378,868 shares; 2025Q2: 378,868 shares; 2025Q3: 431,577 shares; 2025Q4: 442,978 shares; 2026Q1: 424,978 shares 424,978$8.2M13.88%-18,000Timeline
NEXTNEXTDECADE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 823,529 shares; 2024Q4: 853,529 shares; 2025Q1: 873,779 shares; 2025Q2: 960,279 shares; 2025Q3: 927,384 shares; 2025Q4: 922,889 shares; 2026Q1: 986,992 shares 986,992$7.56M12.8%+64,103Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,209 shares; 2024Q4: 18,209 shares; 2025Q1: 18,209 shares; 2025Q2: 18,209 shares; 2025Q3: 18,435 shares; 2025Q4: 17,756 shares; 2026Q1: 17,506 shares 17,506$4.97M8.41%-250Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,974 shares; 2024Q4: 69,209 shares; 2025Q1: 68,949 shares; 2025Q2: 68,949 shares; 2025Q3: 69,634 shares; 2025Q4: 66,598 shares; 2026Q1: 65,722 shares 65,722$4.78M8.1%-876Timeline
USAIPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,765 shares; 2024Q4: 96,615 shares; 2025Q1: 93,315 shares; 2025Q2: 93,465 shares; 2025Q3: 83,465 shares; 2025Q4: 95,895 shares; 2026Q1: 95,895 shares 95,895$4.51M7.63%0Timeline
TRGPTARGA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,786 shares; 2024Q4: 23,686 shares; 2025Q1: 18,581 shares; 2025Q2: 18,371 shares; 2025Q3: 18,452 shares; 2025Q4: 17,895 shares; 2026Q1: 17,438 shares 17,438$4.37M7.4%-457Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,790 shares; 2024Q4: 37,405 shares; 2025Q1: 46,733 shares; 2025Q2: 46,733 shares; 2025Q3: 41,462 shares; 2025Q4: 39,545 shares; 2026Q1: 38,995 shares 38,995$3.52M5.97%-550Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,064 shares; 2024Q4: 73,064 shares; 2025Q1: 73,064 shares; 2025Q2: 73,064 shares; 2025Q3: 73,971 shares; 2025Q4: 71,745 shares; 2026Q1: 71,745 shares 71,745$2.71M4.6%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,916 shares; 2024Q4: 4,884 shares; 2025Q1: 4,806 shares; 2025Q2: 3,136 shares; 2025Q3: 3,129 shares; 2025Q4: 3,124 shares; 2026Q1: 3,588 shares 3,588$1.72M2.91%+464Timeline
KNTKKINETIK HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,927 shares; 2024Q4: 21,927 shares; 2025Q1: 21,927 shares; 2025Q2: 21,927 shares; 2025Q3: 22,306 shares; 2025Q4: 36,197 shares; 2026Q1: 35,197 shares 35,197$1.7M2.88%-1,000Timeline
TRPTC ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,175 shares; 2024Q4: 30,011 shares; 2025Q1: 29,849 shares; 2025Q2: 29,849 shares; 2025Q3: 25,651 shares; 2025Q4: 24,825 shares; 2026Q1: 24,735 shares 24,735$1.55M2.62%-90Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,850 shares; 2024Q4: 37,368 shares; 2025Q1: 37,044 shares; 2025Q2: 37,044 shares; 2025Q3: 29,341 shares; 2025Q4: 28,199 shares; 2026Q1: 28,066 shares 28,066$1.52M2.57%-133Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,969 shares; 2024Q4: 9,969 shares; 2025Q1: 2,144 shares; 2025Q2: 2,147 shares; 2025Q3: 2,147 shares; 2025Q4: 2,147 shares; 2026Q1: 2,147 shares 2,147$1.4M2.36%0Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,297 shares; 2024Q4: 47,881 shares; 2025Q1: 47,472 shares; 2025Q2: 47,472 shares; 2025Q3: 36,648 shares; 2025Q4: 35,159 shares; 2026Q1: 34,854 shares 34,854$1.17M1.98%-305Timeline
MPLXMPLX LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,375 shares; 2024Q4: 17,375 shares; 2025Q1: 17,375 shares; 2025Q2: 17,375 shares; 2025Q3: 17,680 shares; 2025Q4: 17,229 shares; 2026Q1: 17,229 shares 17,229$983K1.66%0Timeline
WESWESTERN MIDSTREAM PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,177 shares; 2024Q4: 24,177 shares; 2025Q1: 24,177 shares; 2025Q2: 24,177 shares; 2025Q3: 24,554 shares; 2025Q4: 23,602 shares; 2026Q1: 23,602 shares 23,602$972K1.64%0Timeline
PBAPEMBINA PIPELINE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,577 shares; 2024Q4: 26,577 shares; 2025Q1: 26,577 shares; 2025Q2: 25,827 shares; 2025Q3: 20,987 shares; 2025Q4: 20,294 shares; 2026Q1: 20,294 shares 20,294$908K1.54%0Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 4,320 shares; 2025Q1: 4,177 shares; 2025Q2: 4,177 shares; 2025Q3: 3,935 shares; 2025Q4: 3,940 shares; 2026Q1: 3,892 shares 3,892$852K1.44%-48Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,921 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,702 shares; 2025Q3: 4,676 shares; 2025Q4: 4,697 shares; 2026Q1: 4,347 shares 4,347$839K1.42%-350Timeline
SOBOSOUTH BOW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,336 shares; 2026Q1: 21,318 shares 21,318$710K1.2%-18Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,235 shares; 2024Q4: 3,125 shares; 2025Q1: 7,718 shares; 2025Q2: 3,016 shares; 2025Q3: 2,825 shares; 2025Q4: 2,836 shares; 2026Q1: 2,797 shares 2,797$643K1.09%-39Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 1,320 shares; 2025Q1: 1,235 shares; 2025Q2: 1,188 shares; 2025Q3: 976 shares; 2025Q4: 883 shares; 2026Q1: 724 shares 724$438K0.74%-159Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,634 shares; 2025Q1: 1,583 shares; 2025Q2: 1,583 shares; 2025Q3: 1,576 shares; 2025Q4: 1,394 shares; 2026Q1: 1,373 shares 1,373$427K0.72%-21Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,513 shares; 2024Q4: 4,849 shares; 2025Q1: 4,851 shares; 2025Q2: 4,853 shares; 2025Q3: 4,855 shares; 2025Q4: 4,858 shares; 2026Q1: 4,860 shares 4,860$398K0.67%+2Timeline
PAGPPLAINS GP HLDGS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,282 shares; 2024Q4: 21,282 shares; 2025Q1: 21,282 shares; 2025Q2: 21,282 shares; 2025Q3: 16,291 shares; 2025Q4: 15,565 shares; 2026Q1: 15,565 shares 15,565$378K0.64%0Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,344 shares; 2025Q1: 1,288 shares; 2025Q2: 1,288 shares; 2025Q3: 1,280 shares; 2025Q4: 1,291 shares; 2026Q1: 1,269 shares 1,269$338K0.57%-22Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,211 shares; 2024Q4: 3,995 shares; 2025Q1: 3,872 shares; 2025Q2: 3,872 shares; 2025Q3: 3,277 shares; 2025Q4: 3,300 shares; 2026Q1: 3,529 shares 3,529$268K0.45%+229Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: 1,638 shares; 2025Q1: 1,392 shares; 2025Q2: not reported; 2025Q3: 1,093 shares; 2025Q4: 1,103 shares; 2026Q1: 1,074 shares 1,074$263K0.44%-29Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,309 shares; 2024Q4: 2,246 shares; 2025Q1: 2,184 shares; 2025Q2: 2,184 shares; 2025Q3: 2,173 shares; 2025Q4: 2,010 shares; 2026Q1: 1,282 shares 1,282$260K0.44%-728Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 1,626 shares; 2025Q1: 1,567 shares; 2025Q2: 1,233 shares; 2025Q3: 1,223 shares; 2025Q4: 1,234 shares; 2026Q1: 1,204 shares 1,204$250K0.42%-30Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 2,105 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,992 shares; 2026Q1: 1,992 shares 1,992$240K0.41%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,179 shares; 2025Q1: 2,120 shares; 2025Q2: 2,026 shares; 2025Q3: 1,530 shares; 2025Q4: 1,541 shares; 2026Q1: 1,509 shares 1,509$218K0.37%-32Timeline

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001680365-26-000018 base2026-04-15acceptance time not in the bulk data set