Position in ET
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$771,224
-$32,447 QoQ
Shares Held
40,336
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#565
of 1,278 holders
Holding Since
Sep 2021
19 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, 2026XML Financial, LLC holds $14,218,109 across 8 Oil & Gas Midstream names. ET ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
220,289 | $7,042,639 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
102,139 | $3,754,629 | |
| 3 | ENB |
Enbridge Inc
|
16,259 | $881,400 | |
| 4 | ET |
Energy Transfer LP
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|
40,336 | $771,224 | |
| 5 | TRGP |
Targa Resources Corp.
|
2,585 | $693,141 | |
| 6 | WMB |
Williams Companies, Inc.
|
6,490 | $482,466 | |
| 7 | DTM |
DT Midstream, Inc.
|
2,503 | $367,290 | |
| 8 | MPLX |
Mplx LP
|
4,000 | $225,320 |
All Filings in ET
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $771,224 | 40,336 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $803,671 | 41,641 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $769,044 | 46,637 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $712,877 | 41,543 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $716,914 | 39,543 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $697,924 | 37,543 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $901,786 | 46,033 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $604,234 | 37,647 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $579,719 | 35,741 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $573,138 | 36,436 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $583,215 | 42,262 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $576,394 | 41,083 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $526,770 | 41,478 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $475,655 | 38,144 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $451,261 | 38,017 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $448,391 | 40,652 | Shares | Sole | 2022-11-04 | |
| 2022-03-31 | $388,639 | 34,731 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $291,597 | 35,431 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $403,500 | 42,119 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||