Position in ET
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$197,892
-$1,863 QoQ
Shares Held
10,350
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,043
of 1,278 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $2,766,797 across 7 Oil & Gas Midstream names. ET ranks #7 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
3,563 | $955,382 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
13,135 | $419,925 | |
| 3 | ENB |
Enbridge Inc
|
6,220 | $337,186 | |
| 4 | PAA |
Plains All American Pipeline LP
|
13,400 | $298,284 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
8,096 | $297,608 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
1,090 | $260,520 | |
| 7 | ET |
Energy Transfer LP
This page
|
10,350 | $197,892 |
All Filings in ET
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,892 | 10,350 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $199,755 | 10,350 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $170,671 | 10,350 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $177,606 | 10,350 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $187,645 | 10,350 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $192,406 | 10,350 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $202,756 | 10,350 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $166,117 | 10,350 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $169,271 | 10,436 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $162,805 | 10,350 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $143,961 | 10,432 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||