OneDigital Investment Advisors LLC
Position in ET — Energy Transfer LP
CIK 1690370
OVERLAND PARK, KS
Position in ET
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$368,576
+$18,725 QoQ
Shares Held
19,277
+6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#808
of 1,278 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)
Derivatives in ET
reported options exposure · as of Sep 30, 2020CallValue
$21,680
CallShares
4,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $17,336,936 across 12 Oil & Gas Midstream names. ET ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
93,053 | $6,917,560 | |
| 2 | TRGP |
Targa Resources Corp.
|
11,041 | $2,960,533 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
7,179 | $1,715,852 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
45,480 | $1,671,844 | |
| 5 | ENB |
Enbridge Inc
|
19,751 | $1,070,701 | |
| 6 | OKE |
Oneok Inc /New/
|
8,603 | $747,944 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
22,702 | $725,782 | |
| 8 | ET |
Energy Transfer LP
This page
|
19,277 | $368,576 |
All Filings in ET
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,576 | 19,277 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $349,851 | 18,127 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $376,004 | 22,802 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $454,499 | 26,486 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $432,327 | 23,846 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $347,131 | 18,673 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $399,420 | 20,389 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $317,677 | 19,793 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $452,456 | 27,895 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $273,812 | 17,407 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $282,444 | 20,467 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $217,577 | 15,508 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $194,183 | 15,290 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $214,084 | 17,168 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $202,490 | 17,059 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $209,272 | 18,973 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $398,591 | 39,939 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $384,107 | 34,326 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $178,377 | 21,674 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $171,865 | 17,940 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $204,733 | 19,260 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $136,327 | 17,751 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $110,900 | 17,945 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $21,680 | 4,000 | Call | Sole | 2020-10-09 | |
| 2020-09-30 | $102,931 | 18,991 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $146,458 | 20,570 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $28,480 | 4,000 | Call | Sole | 2020-08-14 | |
| 2020-03-31 | $76,649 | 16,663 | Shares | Sole | 2020-05-14 | |
| 2020-03-31 | $1,000 | 4,000 | Call | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||