Position in ET
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,951,482
+$420,066 QoQ
Shares Held
102,065
+28.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#360
of 1,278 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Derivatives in ET
reported options exposure · as of Jun 30, 2022CallValue
$101,296
CallShares
10,150
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Merit Financial Group, LLC holds $28,232,108 across 18 Oil & Gas Midstream names. ET ranks #7 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
91,678 | $6,815,337 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
150,528 | $4,812,375 | |
| 3 | OKE |
Oneok Inc /New/
|
25,826 | $2,245,307 | |
| 4 | ENB |
Enbridge Inc
|
38,813 | $2,104,051 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
8,740 | $2,088,945 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
54,906 | $2,018,344 | |
| 7 | ET |
Energy Transfer LP
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|
102,065 | $1,951,482 | |
| 8 | DTM |
DT Midstream, Inc.
|
12,798 | $1,877,974 |
All Filings in ET
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,951,482 | 102,065 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,531,416 | 79,348 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,441,835 | 87,437 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $788,535 | 45,952 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $809,123 | 44,629 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,133,562 | 60,977 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,312,373 | 66,992 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $527,836 | 32,887 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $451,937 | 27,863 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $403,144 | 25,629 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $338,224 | 24,509 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $266,429 | 18,990 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $206,209 | 16,237 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $184,381 | 14,786 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $453,410 | 38,198 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $422,118 | 38,270 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $503,500 | 50,451 | Shares | Sole | 2022-08-08 | |
| 2022-06-30 | $101,296 | 10,150 | Call | Sole | 2022-08-08 | |
| 2022-03-31 | $133,798 | 11,957 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $97,648 | 11,865 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $113,475 | 11,845 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $118,481 | 11,146 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $85,555 | 11,140 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||