Heritage Trust Co

Bank

Position in ET — Energy Transfer LP

CIK 1706028 OKLAHOMA CITY, OK

Position in ET

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$398,307

-$3,750 QoQ

Shares Held

20,832

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#783

of 1,278 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Heritage Trust Co holds $8,019,845 across 4 Oil & Gas Midstream names. ET ranks #4 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/	63,008	$5,477,915
2	LNG	Cheniere Energy, Inc.	6,176	$1,476,125
3	WMB	Williams Companies, Inc.	8,979	$667,498
4	ET	Energy Transfer LP This page	20,832	$398,307

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$398,307	20,832	0.0%	Shares	Sole	2026-08-06
2026-03-31	$402,057	20,832	0.0%	Shares	Sole	2026-05-13
2025-12-31	$343,519	20,832	-1.0%	Shares	Sole	2026-02-10
2025-09-30	$361,046	21,040	0.0%	Shares	Sole	2025-11-12
2025-06-30	$381,454	21,040	0.0%	Shares	Other	2025-08-12
2025-03-31	$391,132	21,040	0.0%	Shares	Other	2025-05-09
2024-12-31	$412,172	21,040	-3.9%	Shares	Other	2025-02-13
2024-06-30	$355,007	21,887	0.0%	Shares	Other	2024-08-12
2024-03-31	$344,281	21,887	0.0%	Shares	Other	2024-05-10
2023-12-31	$302,040	21,887	+15.2%	Shares	Other	2024-02-09
2023-09-30	$266,667	19,007	-16.4%	Shares	Other	2023-11-08
2023-06-30	$288,809	22,741	+2.1%	Shares	Other	2023-08-11
2023-03-31	$277,681	22,268	0.0%	Shares	Other	2023-05-12
2022-12-31	$264,320	22,268	0.0%	Shares	Other	2023-02-10
2022-09-30	$245,615	22,268	-2.1%	Shares	Other	2022-11-10
2022-06-30	$227,104	22,756	-1.7%	Shares	Other	2022-08-11
2022-03-31	$258,936	23,140	0.0%	Shares	Other	2022-05-11
2021-12-31	$190,441	23,140	+4.9%	Shares	Other	2022-02-09
2021-09-30	$211,286	22,055	0.0%	Shares	Other	2021-11-09
2021-06-30	$234,444	22,055	-14.7%	Shares	Other	2021-08-09
2021-03-31	$198,481	25,844	+16.2%	Shares	Other	2021-05-12
2020-12-31	$137,485	22,247	+0.9%	Shares	Other	2021-02-11
2020-09-30	$119,537	22,055	+85.9%	Shares	Other	2020-11-13
2020-06-30	$84,463	11,863	-18.9%	Shares	Other	2020-08-04
2020-03-31	$67,311	14,633	—	Shares	Other	2020-05-11
No filing history on record for this holder in this stock.