Position in ET
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,881,427
+$70,065 QoQ
Shares Held
98,401
+4.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#372
of 1,278 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Derivatives in ET
reported options exposure · as of Sep 30, 2025CallValue
$34,320
CallShares
200,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $7,071,104 across 7 Oil & Gas Midstream names. ET ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
61,273 | $2,252,395 | |
| 2 | ET |
Energy Transfer LP
This page
|
98,401 | $1,881,427 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
3,585 | $856,850 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
19,197 | $613,728 | |
| 5 | ENB |
Enbridge Inc
|
9,209 | $499,219 | |
| 6 | WMB |
Williams Companies, Inc.
|
6,595 | $490,272 | |
| 7 | OKE |
Oneok Inc /New/
|
5,489 | $477,213 |
All Filings in ET
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,881,427 | 98,401 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,811,362 | 93,853 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,637,720 | 99,316 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $34,320 | 200,000 | Call | Sole | 2025-10-31 | |
| 2025-09-30 | $1,712,070 | 99,771 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,764,266 | 97,312 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $5,405,390 | 275,926 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $4,433,475 | 276,229 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $10,293,601 | 634,624 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $13,353,763 | 848,936 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $11,062,245 | 801,612 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $11,910,572 | 848,936 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $9,574,580 | 753,904 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $8,575,619 | 687,700 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $7,590,663 | 639,483 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $6,186,671 | 560,895 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $741,164 | 74,265 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $850,932 | 76,044 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $706,924 | 85,896 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $755,603 | 78,873 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $869,469 | 81,794 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $538,414 | 70,106 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $234,938 | 38,016 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $200,084 | 36,916 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $250,894 | 35,238 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $270,779 | 58,865 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||