CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in ET — Energy Transfer LP
CIK 1766904
RICHMOND, VA
Position in ET
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,006,046
-$28,300 QoQ
Shares Held
157,220
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#291
of 1,278 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $16,404,440 across 13 Oil & Gas Midstream names. ET ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
13,647 | $3,659,302 | |
| 2 | ET |
Energy Transfer LP
This page
|
157,220 | $3,006,046 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
67,900 | $2,496,004 | |
| 4 | WMB |
Williams Companies, Inc.
|
30,230 | $2,247,292 | |
| 5 | WES |
Western Midstream Partners, LP
|
43,655 | $1,910,342 | |
| 6 | DTM |
DT Midstream, Inc.
|
5,998 | $880,145 | |
| 7 | AM |
Antero Midstream Corp
|
28,436 | $646,918 | |
| 8 | OKE |
Oneok Inc /New/
|
6,066 | $527,375 |
All Filings in ET
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,006,046 | 157,220 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $3,034,346 | 157,220 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $2,592,557 | 157,220 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $2,697,895 | 157,220 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $2,850,398 | 157,220 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $2,922,719 | 157,220 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $3,210,409 | 163,880 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,840,475 | 239,282 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $4,118,548 | 253,918 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $4,148,676 | 263,743 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $198,112 | 14,356 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $66,726 | 4,756 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $44,005 | 3,465 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $28,132 | 2,256 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $26,185 | 2,206 | Shares | Defined | 2023-02-14 | |
| 2020-12-31 | $84,721 | 13,709 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||