Position in ET
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$199,020
-$1,873 QoQ
Shares Held
10,409
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,039
of 1,278 holders
Holding Since
Sep 2025
4 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, 2026Core Wealth Advisors, Inc. holds $199,020 across 1 Oil & Gas Midstream name. ET ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
10,409 | $199,020 |
All Filings in ET
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,020 | 10,409 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $200,893 | 10,409 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $171,644 | 10,409 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $178,618 | 10,409 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||