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Evanson Asset Management, LLC

Position in ET — Energy Transfer LP

CIK 1626379 CARMEL, CA

Position in ET

as of Mar 31, 2026 · filed Apr 8, 2026
Position Value
$1,601,919
+$934,718 QoQ
Shares Held
83,001
+105.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2020
9 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 Mar 31, 2026

Evanson Asset Management, LLC holds $9,689,137 across 7 Oil & Gas Midstream names. ET ranks #3 (16.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 ET
Energy Transfer LP
This page
83,001 $1,601,919

All Filings in ET

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9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,601,919 83,001
2025-12-31 $667,201 40,461
2025-09-30 $694,087 40,448
2025-06-30 $730,910 40,315
2021-06-30 $916,444 86,213
2021-03-31 $662,115 86,213
2020-12-31 $532,796 86,213
2020-09-30 $355,313 65,556
2020-06-30 $304,116 42,713