Position in ET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,580,891
-$4,084,951 QoQ
Shares Held
971,804
-17.3% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#111
of 1,281 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Derivatives in ET
reported options exposure · as of Sep 30, 2025CallValue
$2,486
CallShares
2,700
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, 2026Creative Planning holds $303,855,548 across 37 Oil & Gas Midstream names. ET ranks #7 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEL |
Genesis Energy LP
|
3,105,233 | $44,001,151 | |
| 2 | WMB |
Williams Companies, Inc.
|
444,849 | $33,070,074 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
887,520 | $32,625,234 | |
| 4 | OKE |
Oneok Inc /New/
|
372,725 | $32,404,711 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
813,410 | $26,004,717 | |
| 6 | ENB |
Enbridge Inc
|
425,293 | $23,055,132 | |
| 7 | ET |
Energy Transfer LP
This page
|
971,804 | $18,580,891 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
77,446 | $18,510,367 |
All Filings in ET
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31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,580,891 | 971,804 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $22,665,842 | 1,174,396 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $14,822,448 | 898,875 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,486 | 2,700 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $26,999,989 | 1,573,426 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $19,854,561 | 1,095,122 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $19,202,762 | 1,032,962 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,008,078 | 970,295 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,777,388 | 796,099 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $11,046,111 | 681,018 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $10,135,625 | 644,350 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,500,741 | 543,532 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,265,758 | 517,873 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $5,660,605 | 445,717 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,264,160 | 422,146 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,348,420 | 450,583 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,143,551 | 375,662 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,956,690 | 396,462 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,547 | 1,300 | Call | Sole | 2022-05-16 | |
| 2022-03-31 | $3,872,265 | 346,047 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,192,951 | 387,965 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,852,079 | 402,096 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $737,800 | 130,000 | Call | Sole | 2021-08-04 | |
| 2021-06-30 | $3,697,836 | 347,868 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $13,878,850 | 1,807,142 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $9,760,654 | 1,579,394 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $8,130 | 1,500 | Put | Sole | 2020-11-05 | |
| 2020-09-30 | $8,406,457 | 1,551,007 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $11,137,744 | 1,564,290 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $10,618,607 | 2,308,393 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $6,900 | 1,500 | Call | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||