Position in ET
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,699,766
-$16,801 QoQ
Shares Held
716,515
+0.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#141
of 1,281 holders
Holding Since
Mar 2020
21 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, 2026Summit Financial, LLC holds $57,994,633 across 18 Oil & Gas Midstream names. ET ranks #1 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
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|
716,515 | $13,699,766 | |
| 2 | WMB |
Williams Companies, Inc.
|
83,500 | $6,207,390 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
146,040 | $5,368,430 | |
| 4 | FRO |
Frontline plc
|
145,051 | $5,046,324 | |
| 5 | WES |
Western Midstream Partners, LP
|
94,579 | $4,138,777 | |
| 6 | PBA |
Pembina Pipeline Corp
|
83,956 | $3,882,965 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
15,555 | $3,717,800 | |
| 8 | OKE |
Oneok Inc /New/
|
34,517 | $3,000,907 |
All Filings in ET
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,699,766 | 716,515 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,716,567 | 710,703 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,722,493 | 710,885 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,955,372 | 696,700 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,481,852 | 688,464 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,766,459 | 686,738 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $13,429,434 | 685,525 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,357,932 | 209,217 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,184,910 | 196,357 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,740,055 | 174,193 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,066,260 | 149,729 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,962,881 | 139,906 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $231,241 | 18,208 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $126,994 | 10,184 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $120,884 | 10,184 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $112,329 | 10,184 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $101,636 | 10,184 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $113,958 | 10,184 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $89,567 | 10,883 | Shares | Sole | 2022-02-07 | |
| 2020-06-30 | $107,141 | 15,048 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $121,955 | 26,512 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||