Position in ET
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$706,939
+$80,567 QoQ
Shares Held
36,629
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Essex Financial Services, Inc. holds $14,243,891 across 17 Oil & Gas Midstream names. ET ranks #8 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
10,824 | $3,071,418 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
36,025 | $1,363,186 | |
| 3 | PBT |
Permian Basin Royalty Trust
|
57,477 | $1,236,905 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
32,217 | $1,080,236 | |
| 5 | ENB |
Enbridge Inc
|
18,453 | $999,045 | |
| 6 | KNTK |
Kinetik Holdings Inc.
|
19,057 | $922,549 | |
| 7 | FLNG |
Flex LNG Ltd.
|
26,450 | $785,829 | |
| 8 | ET |
Energy Transfer LP
This page
|
36,629 | $706,939 |
All Filings in ET
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $706,939 | 36,629 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $626,372 | 37,985 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $652,320 | 38,014 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $692,112 | 38,175 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $746,314 | 40,146 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $796,255 | 40,646 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $703,311 | 43,820 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $710,257 | 43,789 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $528,040 | 33,569 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $453,481 | 32,861 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $439,531 | 31,328 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $348,043 | 27,405 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $341,266 | 27,367 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $303,064 | 25,532 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $282,533 | 25,615 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $255,358 | 25,587 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $286,027 | 25,561 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $127,877 | 15,538 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $148,633 | 15,515 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $152,242 | 14,322 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $109,992 | 14,322 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $123,334 | 19,957 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $134,134 | 24,748 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $221,047 | 31,046 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||