Position in ET
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$56,174
+$20,585 QoQ
Shares Held
2,938
+59.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,146
of 1,274 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $1,837,941 across 11 Oil & Gas Midstream names. ET ranks #3 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
23,445 | $861,838 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
22,140 | $707,815 | |
| 3 | ET |
Energy Transfer LP
This page
|
2,938 | $56,174 | |
| 4 | OKE |
Oneok Inc /New/
|
560 | $48,686 | |
| 5 | PAA |
Plains All American Pipeline LP
|
2,000 | $44,520 | |
| 6 | WMB |
Williams Companies, Inc.
|
450 | $33,453 | |
| 7 | CQP |
Cheniere Energy Partners, L.P.
|
485 | $29,560 | |
| 8 | LPG |
Dorian Lpg Ltd.
|
660 | $22,954 |
All Filings in ET
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,174 | 2,938 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $35,589 | 1,844 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $30,407 | 1,844 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $31,643 | 1,844 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $33,431 | 1,844 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $34,279 | 1,844 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $36,123 | 1,844 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $29,596 | 1,844 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $29,909 | 1,844 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $29,006 | 1,844 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $18,547 | 1,344 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $18,856 | 1,344 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||