Position in ET
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,700,360
+$157,943 QoQ
Shares Held
88,931
+11.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#395
of 1,274 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, 2026PERSONAL CFO SOLUTIONS, LLC holds $4,210,700 across 6 Oil & Gas Midstream names. ET ranks #1 (40.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
88,931 | $1,700,360 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
18,855 | $693,109 | |
| 3 | TRP |
Tc Energy Corp
|
9,831 | $651,696 | |
| 4 | ENB |
Enbridge Inc
|
9,062 | $491,251 | |
| 5 | EE |
Excelerate Energy, Inc.
|
9,002 | $341,985 | |
| 6 | WMB |
Williams Companies, Inc.
|
4,470 | $332,299 |
All Filings in ET
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,700,360 | 88,931 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,542,417 | 79,918 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,317,633 | 79,905 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $1,370,929 | 79,891 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,430,040 | 78,877 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,525,012 | 82,034 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,610,121 | 82,191 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $1,344,428 | 83,765 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,196,257 | 73,752 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $925,144 | 58,814 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $811,440 | 58,800 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $820,193 | 58,460 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $742,264 | 58,446 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $738,909 | 59,255 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $584,217 | 49,218 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $531,712 | 48,206 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $479,299 | 48,026 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $537,299 | 48,016 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $307,974 | 37,421 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $383,429 | 40,024 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $446,236 | 41,979 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $330,017 | 42,971 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $198,631 | 32,141 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $185,727 | 34,267 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $258,584 | 36,318 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $127,521 | 27,722 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||