Patriot Financial Group Insurance Agency, LLC

Insurance

Position in ET — Energy Transfer LP

CIK 1694883 Westborough, MA

Position in ET

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$272,115

-$287,700 QoQ

Shares Held

14,232

-50.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#926

of 1,278 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $3,486,900 across 4 Oil & Gas Midstream names. ET ranks #2 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENB	Enbridge Inc	50,390	$2,731,641
2	ET	Energy Transfer LP This page	14,232	$272,115
3	EPD	Enterprise Products Partners L.P.	6,767	$248,754
4	OKE	Oneok Inc /New/	2,696	$234,390

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$272,115	14,232	-50.9%	Shares	Sole	2026-07-16
2026-03-31	$559,815	29,006	+100.7%	Shares	Sole	2026-04-22
2025-12-31	$238,329	14,453	-3.4%	Shares	Sole	2026-01-26
2025-09-30	$256,799	14,965	+724.5%	Shares	Sole	2025-10-08
2022-06-30	$18,113	1,815	-35.5%	Shares	Sole	2022-07-29
2022-03-31	$31,466	2,812	+9.9%	Shares	Sole	2022-05-11
2021-12-31	$21,060	2,559	+0.1%	Shares	Sole	2022-01-10
2021-09-30	$24,486	2,556	+41.8%	Shares	Sole	2021-11-24
2021-06-30	$19,165	1,803	+0.1%	Shares	Sole	2021-07-30
2021-03-31	$13,831	1,801	-63.3%	Shares	Sole	2021-04-29
2020-12-31	$30,337	4,909	-28.7%	Shares	Sole	2021-01-15
2020-09-30	$37,316	6,885	+0.1%	Shares	Sole	2020-10-21
2020-06-30	$48,971	6,878	-4.1%	Shares	Sole	2020-07-10
2020-03-31	$32,986	7,171	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.