Position in ET
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,659,897
+$1,097,312 QoQ
Shares Held
139,116
+71.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#305
of 1,278 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026EP Wealth Advisors, LLC holds $29,285,102 across 14 Oil & Gas Midstream names. ET ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
255,531 | $9,393,319 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
171,310 | $5,476,780 | |
| 3 | OKE |
Oneok Inc /New/
|
30,843 | $2,681,490 | |
| 4 | ET |
Energy Transfer LP
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|
139,116 | $2,659,897 | |
| 5 | ENB |
Enbridge Inc
|
44,804 | $2,428,824 | |
| 6 | DTM |
DT Midstream, Inc.
|
13,854 | $2,032,935 | |
| 7 | WMB |
Williams Companies, Inc.
|
22,347 | $1,661,275 | |
| 8 | TRP |
Tc Energy Corp
|
12,348 | $818,548 |
All Filings in ET
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,659,897 | 139,116 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,562,585 | 80,963 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,306,703 | 139,885 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,079,405 | 59,537 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $971,978 | 52,285 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,044,656 | 53,326 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $986,962 | 61,493 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $661,678 | 40,794 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $621,004 | 39,479 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $621,855 | 45,062 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $433,021 | 30,864 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $127,000 | 10,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $16,273 | 1,305 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $258,872 | 21,809 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $230,990 | 20,942 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $118,871 | 11,911 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $158,696 | 14,182 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||