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Westbourne Investment Advisors, Inc.

Position in ET — Energy Transfer LP

CIK 1650092 ANNAPOLIS, MD

Position in ET

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$300,184
-$2,826 QoQ
Shares Held
15,700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#891
of 1,278 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 60% Shared 0% None 40%

Common Shares in ET Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Midstream

Energy · as of Jun 30, 2026

Westbourne Investment Advisors, Inc. holds $1,340,316 across 3 Oil & Gas Midstream names. ET ranks #2 (22.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 ET
Energy Transfer LP
This page
15,700 $300,184

All Filings in ET

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $300,184 15,700
2026-03-31 $303,010 15,700
2025-12-31 $291,873 17,700
2025-09-30 $303,732 17,700
2025-06-30 $320,901 17,700