Global Retirement Partners, LLC
PensionPosition in ET — Energy Transfer LP
CIK 1749744
San Rafael, CA
Position in ET
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,089,352
-$90,084 QoQ
Shares Held
161,577
-16.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#289
of 1,278 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $31,031,289 across 38 Oil & Gas Midstream names. ET ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
29,359 | $7,872,322 | |
| 2 | WMB |
Williams Companies, Inc.
|
64,390 | $4,786,752 | |
| 3 | OKE |
Oneok Inc /New/
|
48,290 | $4,198,332 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
86,928 | $3,195,473 | |
| 5 | ET |
Energy Transfer LP
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|
161,577 | $3,089,352 | |
| 6 | ENB |
Enbridge Inc
|
52,493 | $2,845,645 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
51,292 | $1,639,805 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
3,351 | $800,922 |
All Filings in ET
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,089,352 | 161,577 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $3,179,436 | 192,810 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,467,435 | 202,065 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,848,219 | 212,257 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $4,115,819 | 210,098 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,806,064 | 237,138 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,065,040 | 250,619 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,062,879 | 131,143 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,865,042 | 135,148 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,869,146 | 133,225 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,704,263 | 134,194 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,647,237 | 132,096 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,408,339 | 118,647 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $711,644 | 64,519 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $495,656 | 49,665 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $555,751 | 49,665 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $33,903 | 3,539 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $37,619 | 3,539 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $30,405 | 3,959 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $21,500 | 3,479 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $6,780 | 1,251 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $11,370 | 1,597 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $9,742 | 2,118 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||