Position in ET
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,045,405
+$33,699 QoQ
Shares Held
54,676
+4.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#497
of 1,278 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Perigon Wealth Management, LLC holds $11,453,439 across 12 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.
|
96,653 | $3,552,964 | |
| 2 | WMB |
Williams Companies, Inc.
|
26,082 | $1,938,935 | |
| 3 | OKE |
Oneok Inc /New/
|
14,570 | $1,266,715 | |
| 4 | ET |
Energy Transfer LP
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|
54,676 | $1,045,405 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
19,539 | $624,661 | |
| 6 | ENB |
Enbridge Inc
|
10,512 | $569,855 | |
| 7 | FRO |
Frontline plc
|
15,565 | $541,506 | |
| 8 | TEN |
Tsakos Energy Navigation Ltd
|
14,901 | $527,048 |
All Filings in ET
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,045,405 | 54,676 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,011,706 | 52,420 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $736,031 | 44,635 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $679,278 | 39,585 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $706,000 | 38,941 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $677,215 | 36,429 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $723,399 | 36,927 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $602,420 | 37,534 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $559,038 | 34,466 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $546,129 | 34,719 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $497,062 | 36,019 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $426,974 | 30,433 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $350,939 | 27,633 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $340,094 | 27,273 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $311,504 | 26,243 | Shares | Sole | 2023-05-01 | |
| 2022-03-31 | $122,687 | 10,964 | Shares | Sole | 2022-05-16 | |
| 2020-12-31 | $28,205 | 4,564 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||