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MISSION WEALTH MANAGEMENT, LP

Position in ET — Energy Transfer LP

CIK 1645382 Santa Barbara, CA

Position in ET

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$1,323,256
+$531,474 QoQ
Shares Held
69,208
+68.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#448
of 1,278 holders
Holding Since
Jun 2020
16 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

MISSION WEALTH MANAGEMENT, LP holds $7,622,349 across 9 Oil & Gas Midstream names. ET ranks #2 (17.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 ET
Energy Transfer LP
This page
69,208 $1,323,256

All Filings in ET

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,323,256 69,208
2026-03-31 $791,782 41,025
2025-12-31 $678,151 41,125
2025-09-30 $693,504 40,414
2025-06-30 $934,311 51,534
2025-03-31 $984,916 52,981
2024-12-31 $1,019,228 52,028
2024-09-30 $793,126 49,416
2024-06-30 $739,210 45,574
2024-03-31 $457,003 29,053
2023-12-31 $258,874 18,759
2023-09-30 $243,139 17,330
2023-06-30 $204,063 16,068
2023-03-31 $133,217 10,683
2020-09-30 $81,722 15,078
2020-06-30 $115,344 16,200