Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
Position in ET — Energy Transfer LP
CIK 1599852
FORT WORTH, TX
Position in ET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$554,785
-$5,223 QoQ
Shares Held
29,016
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#658
of 1,278 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. holds $2,819,255 across 2 Oil & Gas Midstream names. ET ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
30,461 | $2,264,470 | |
| 2 | ET |
Energy Transfer LP
This page
|
29,016 | $554,785 |
All Filings in ET
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,785 | 29,016 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $560,008 | 29,016 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $478,473 | 29,016 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $539,407 | 29,016 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $568,423 | 29,016 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $465,706 | 29,016 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $456,421 | 29,016 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $407,094 | 29,016 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $368,503 | 29,016 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $361,829 | 29,016 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $344,419 | 29,016 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $289,579 | 29,016 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $649,378 | 58,032 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $614,781 | 74,700 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $725,206 | 75,700 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $616,880 | 58,032 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $445,685 | 58,032 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $358,637 | 58,032 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $314,533 | 58,032 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $413,187 | 58,032 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $266,947 | 58,032 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||