Robertson Stephens Wealth Management, LLC
Position in ET — Energy Transfer LP
CIK 1767307
San Francisco, CA
Position in ET
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$290,069
+$41,292 QoQ
Shares Held
15,171
+17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#347
of 530 holders
Holding Since
Mar 2020
5 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, 2026Robertson Stephens Wealth Management, LLC holds $5,435,553 across 6 Oil & Gas Midstream names. ET ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
56,876 | $2,090,761 | |
| 2 | MPLX |
Mplx LP
|
24,368 | $1,372,649 | |
| 3 | SBR |
Sabine Royalty Trust
|
10,600 | $775,920 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
17,885 | $571,783 | |
| 5 | OKE |
Oneok Inc /New/
|
3,846 | $334,371 | |
| 6 | ET |
Energy Transfer LP
This page
|
15,171 | $290,069 |
All Filings in ET
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,069 | 15,171 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $248,777 | 12,890 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $165,543 | 10,039 | Shares | Sole | 2026-02-02 | |
| 2021-03-31 | $159,336 | 20,747 | Shares | Sole | 2021-05-07 | |
| 2020-03-31 | $68,678 | 14,930 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||