Position in ET
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$652,783
+$106,008 QoQ
Shares Held
33,823
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026Welch Group, LLC holds $3,723,727 across 6 Oil & Gas Midstream names. ET ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
14,859 | $1,343,105 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
22,803 | $764,584 | |
| 3 | ET |
Energy Transfer LP
This page
|
33,823 | $652,783 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
12,242 | $463,237 | |
| 5 | PBT |
Permian Basin Royalty Trust
|
19,298 | $415,292 | |
| 6 | MARPS |
Marine Petroleum Trust
|
15,956 | $84,726 |
All Filings in ET
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $652,783 | 33,823 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $546,775 | 33,158 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $532,594 | 31,037 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $581,701 | 32,085 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $592,165 | 31,854 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $565,661 | 28,875 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $457,248 | 28,489 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||