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Equibles

Independent Advisor Alliance

Position in ET — Energy Transfer LP

CIK 1696899 CHARLOTTE, NC
Back to ET Full portfolio

Position in ET

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$4,069,462
-$51,068 QoQ
Shares Held
212,838
-0.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#244
of 1,286 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, 2026

Independent Advisor Alliance holds $33,159,354 across 15 Oil & Gas Midstream names. ET ranks #3 (12.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EPD
Enterprise Products Partners L.P.
 176,115 $6,473,986
2 ENB
Enbridge Inc
 79,988 $4,336,148
3 ET
Energy Transfer LP
This page 		212,838 $4,069,462
4 KMI
Kinder Morgan, Inc.
 114,729 $3,667,885
5 FRO
Frontline plc
 86,593 $3,012,570
6 OKE
Oneok Inc /New/
 29,044 $2,525,084
7 MPLX
Mplx LP
 28,705 $1,616,952
8 VNOM
Viper Energy, Inc.
 38,077 $1,614,464

All Filings in ET

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,069,462 212,838
2026-03-31 $4,120,530 213,499
2025-12-31 $4,973,399 301,601
2025-09-30 $5,196,836 302,846
2025-06-30 $5,767,352 318,111
2025-03-31 $5,902,826 317,527
2024-12-31 $5,649,403 288,382
2024-09-30 $4,619,317 287,808
2024-06-30 $4,315,233 266,044
2024-03-31 $3,878,498 246,567
2023-12-31 $3,212,267 232,773
2023-09-30 $3,083,878 219,806
2023-06-30 $1,861,007 146,536
2023-03-31 $1,824,373 146,301
2022-12-31 $1,801,106 151,736
2022-09-30 $1,733,044 157,121
2022-06-30 $1,528,776 153,184
2022-03-31 $1,613,687 144,208
2021-12-31 $1,151,056 139,861
2021-09-30 $1,216,161 126,948
2021-06-30 $1,318,236 124,011
2021-03-31 $1,079,339 140,539
2020-12-31 $799,166 129,315
2020-09-30 $762,691 140,718
2020-06-30 $1,187,309 166,757
2020-03-31 $568,872 123,668