Position in ET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$97,512
-$918 QoQ
Shares Held
5,100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,106
of 1,278 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)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Heritage Wealth Advisors holds $37,084,879 across 10 Oil & Gas Midstream names. ET ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
318,516 | $23,678,479 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
343,269 | $12,618,568 | |
| 3 | ENB |
Enbridge Inc
|
5,011 | $271,646 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
5,879 | $187,951 | |
| 5 | MPLX |
Mplx LP
|
1,819 | $102,464 | |
| 6 | ET |
Energy Transfer LP
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|
5,100 | $97,512 | |
| 7 | OKE |
Oneok Inc /New/
|
984 | $85,548 | |
| 8 | DTM |
DT Midstream, Inc.
|
150 | $22,011 |
All Filings in ET
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,512 | 5,100 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $98,430 | 5,100 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $84,099 | 5,100 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $87,516 | 5,100 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $93,623 | 5,164 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $90,347 | 4,860 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $91,289 | 4,660 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $67,410 | 4,200 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $68,124 | 4,200 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $87,065 | 5,535 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $71,842 | 5,206 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $17,902 | 1,276 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $15,824 | 1,246 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $15,163 | 1,216 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $14,101 | 1,188 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $12,827 | 1,163 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $11,377 | 1,140 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $12,532 | 1,120 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $9,061 | 1,101 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $50,841 | 5,307 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $56,232 | 5,290 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $40,504 | 5,274 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $32,457 | 5,252 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $28,314 | 5,224 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $30,074 | 4,224 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $19,430 | 4,224 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||