Castleview Partners, LLC

Position in ET — Energy Transfer LP

CIK 1737088 DALLAS, TX

Position in ET

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$271,140

-$1,781 QoQ

Shares Held

14,181

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#928

of 1,278 holders

Holding Since

Jun 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Castleview Partners, LLC holds $1,913,743 across 4 Oil & Gas Midstream names. ET ranks #4 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	19,000	$698,440
2	LNG	Cheniere Energy, Inc.	2,002	$478,498
3	WMB	Williams Companies, Inc.	6,264	$465,665
4	ET	Energy Transfer LP This page	14,181	$271,140

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$271,140	14,181	+0.3%	Shares	Sole	2026-07-20
2026-03-31	$272,921	14,141	-6.5%	Shares	Sole	2026-05-01
2025-12-31	$249,361	15,122	+435.3%	Shares	Sole	2026-01-12
2024-12-31	$55,341	2,825	+2.7%	Shares	Sole	2025-01-21
2024-09-30	$44,137	2,750	0.0%	Shares	Sole	2024-10-21
2024-06-30	$44,605	2,750	-45.0%	Shares	Sole	2024-07-31
2022-03-31	$55,950	5,000	-99.7%	Shares	Sole	2022-05-16
2021-12-31	$14,581,922	1,771,801	+484.7%	Shares	Sole	2022-02-17
2021-06-30	$3,220,996	303,010	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.