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Avior Wealth Management, LLC

Position in ET — Energy Transfer LP

CIK 1599868 OMAHA, NE

Position in ET

as of Jun 30, 2026 · filed Jul 7, 2026
Position Value
$1,298,458
-$450,237 QoQ
Shares Held
67,911
-25.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#453
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, 2026

Avior Wealth Management, LLC holds $10,846,154 across 11 Oil & Gas Midstream names. ET ranks #2 (12.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 ET
Energy Transfer LP
This page
67,911 $1,298,458

All Filings in ET

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,298,458 67,911
2026-03-31 $1,748,695 90,606
2025-12-31 $1,486,738 90,160
2025-09-30 $288,305 16,801
2025-06-30 $305,726 16,863
2025-03-31 $1,655,960 89,078
2024-12-31 $1,340,504 68,428
2024-09-30 $976,931 60,868
2024-06-30 $678,369 41,823
2024-03-31 $956,997 60,839
2023-12-31 $417,118 30,226
2023-09-30 $404,975 28,865
2023-06-30 $355,727 28,010
2023-03-31 $341,266 27,367
2022-12-31 $2,552 215
2022-09-30 $16,203 1,469
2022-06-30 $6,886 690
2022-03-31 $7,586 678
2021-12-31 $5,489 667
2021-09-30 $6,284 656
2021-06-30 $8,248 776
2021-03-31 $4,884 636
2020-12-31 $3,843 622
2020-09-30 $192,111 35,445
2020-06-30 $390,118 54,792
2020-03-31 $206,425 44,875