Obermeyer Wealth Partners

Position in ET — Energy Transfer LP

CIK 1349654 ASPEN, CO

Position in ET

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,174,828

+$51,240 QoQ

Shares Held

61,445

+5.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#472

of 1,278 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Obermeyer Wealth Partners holds $6,617,553 across 8 Oil & Gas Midstream names. ET ranks #3 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPLX	Mplx LP	32,346	$1,822,050
2	EPD	Enterprise Products Partners L.P.	46,716	$1,717,280
3	ET	Energy Transfer LP This page	61,445	$1,174,828
4	WMB	Williams Companies, Inc.	9,189	$683,110
5	WES	Western Midstream Partners, LP	8,000	$350,080
6	KMI	Kinder Morgan, Inc.	10,445	$333,926
7	OKE	Oneok Inc /New/	3,608	$313,679
8	PAA	Plains All American Pipeline LP	10,000	$222,600

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,174,828	61,445	+5.5%	Shares	Sole	2026-07-29
2026-03-31	$1,123,588	58,217	0.0%	Shares	Sole	2026-04-21
2025-12-31	$959,998	58,217	-1.4%	Shares	Sole	2026-01-29
2025-09-30	$1,013,040	59,035	-3.3%	Shares	Sole	2025-10-27
2025-06-30	$1,107,326	61,077	+0.7%	Shares	Sole	2025-08-05
2025-03-31	$1,127,929	60,674	+44.6%	Shares	Sole	2025-05-06
2024-12-31	$821,976	41,959	0.0%	Shares	Sole	2025-02-14
2024-09-30	$673,441	41,959	0.0%	Shares	Sole	2024-11-05
2024-06-30	$680,574	41,959	0.0%	Shares	Sole	2024-08-01
2024-03-31	$660,015	41,959	0.0%	Shares	Sole	2024-05-07
2023-12-31	$579,034	41,959	0.0%	Shares	Sole	2024-01-31
2023-09-30	$588,684	41,959	0.0%	Shares	Sole	2023-11-08
2023-06-30	$532,879	41,959	-14.2%	Shares	Sole	2023-08-07
2023-03-31	$610,144	48,929	-4.0%	Shares	Sole	2023-05-09
2022-12-31	$605,251	50,990	-13.6%	Shares	Sole	2023-02-08
2022-09-30	$650,659	58,990	+1.7%	Shares	Sole	2022-12-09
2022-06-30	$578,740	57,990	-3.7%	Shares	Sole	2022-08-15
2022-03-31	$674,085	60,240	-12.7%	Shares	Sole	2022-05-16
2021-12-31	$568,199	69,040	-15.7%	Shares	Sole	2022-01-31
2021-09-30	$784,793	81,920	+0.8%	Shares	Sole	2021-10-19
2021-06-30	$864,006	81,280	-5.6%	Shares	Sole	2021-07-29
2021-03-31	$661,248	86,100	-3.4%	Shares	Sole	2021-05-10
2020-12-31	$550,638	89,100	-21.4%	Shares	Sole	2021-02-03
2020-09-30	$614,752	113,423	-1.6%	Shares	Sole	2020-10-22
2020-06-30	$820,743	115,273	-29.6%	Shares	Sole	2020-07-20
2020-03-31	$753,079	163,713	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.