Position in ET
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$198,790
-$24,048 QoQ
Shares Held
10,397
-13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,042
of 1,278 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026WBH ADVISORY INC holds $198,790 across 1 Oil & Gas Midstream name. ET ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
10,397 | $198,790 |
All Filings in ET
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,790 | 10,397 | Shares | Sole | 2026-08-05 | |
| 2025-03-31 | $222,838 | 11,987 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $234,825 | 11,987 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||