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JFS WEALTH ADVISORS, LLC

Position in ET — Energy Transfer LP

CIK 1568068 HERMITAGE, PA

Position in ET

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$37,895
+$5,510 QoQ
Shares Held
1,982
+18.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,168
of 1,274 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ET Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Midstream

Energy · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $5,051,136 across 22 Oil & Gas Midstream names. ET ranks #8 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 ET
Energy Transfer LP
This page
1,982 $37,895

All Filings in ET

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $37,895 1,982
2026-03-31 $32,385 1,678
2025-12-31 $17,479 1,060
2025-09-30 $161,029 9,384
2025-06-30 $16,353 902
2025-03-31 $16,768 902
2024-12-31 $16,690 852
2024-09-30 $13,674 852
2024-06-30 $13,819 852
2024-03-31 $13,401 852
2023-12-31 $11,757 852
2023-09-30 $11,953 852
2023-06-30 $10,820 852
2023-03-31 $10,624 852
2022-12-31 $10,113 852
2022-09-30 $9,397 852
2022-06-30 $8,502 852
2022-03-31 $9,533 852
2021-12-31 $7,011 852
2021-09-30 $8,162 852
2020-03-31 $483 105