Position in ET
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$290,738
-$10,149 QoQ
Shares Held
15,206
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#911
of 1,281 holders
Holding Since
Mar 2020
26 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, 2026SkyOak Wealth, LLC holds $290,738 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
|
15,206 | $290,738 |
All Filings in ET
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,738 | 15,206 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $300,887 | 15,590 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $306,549 | 18,590 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $319,004 | 18,590 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $364,231 | 20,090 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $373,473 | 20,090 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $334,793 | 17,090 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $274,294 | 17,090 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $252,869 | 15,590 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $245,230 | 15,590 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $215,142 | 15,590 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $220,832 | 15,740 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $199,898 | 15,740 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $196,901 | 15,790 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $187,427 | 15,790 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $173,667 | 15,745 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $155,588 | 15,590 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $174,452 | 15,590 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $128,305 | 15,590 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $136,074 | 14,204 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $150,988 | 14,204 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $109,086 | 14,204 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $87,780 | 14,204 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $76,985 | 14,204 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $101,132 | 14,204 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $65,338 | 14,204 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||