Position in ET
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,550,492
-$415,473 QoQ
Shares Held
133,394
-13.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#316
of 1,281 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Derivatives in ET
reported options exposure · as of Mar 31, 2026CallValue
$44,390
CallShares
2,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Arkadios Wealth Advisors holds $40,392,628 across 20 Oil & Gas Midstream names. ET ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
140,994 | $10,481,493 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
284,806 | $9,105,247 | |
| 3 | OKE |
Oneok Inc /New/
|
39,526 | $3,436,390 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
88,011 | $3,235,284 | |
| 5 | VG |
Venture Global, Inc.
|
265,154 | $2,951,163 | |
| 6 | ET |
Energy Transfer LP
This page
|
133,394 | $2,550,492 | |
| 7 | PAGP |
Plains Gp Holdings LP
|
97,643 | $2,369,794 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
6,360 | $1,520,103 |
All Filings in ET
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,550,492 | 133,394 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $44,390 | 2,300 | Call | Sole | 2026-05-18 | |
| 2026-03-31 | $2,965,965 | 153,677 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,120,481 | 128,592 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,142,991 | 124,883 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,258,925 | 124,596 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,259,484 | 121,543 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,151,491 | 109,826 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,819,203 | 113,346 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,839,542 | 113,412 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $421,815 | 26,816 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $389,850 | 28,250 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $383,678 | 27,347 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $334,276 | 26,321 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $330,180 | 26,478 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $427,711 | 36,033 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $397,421 | 36,031 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $327,573 | 32,823 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $115,514 | 10,323 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $6,131 | 640 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $60,293 | 5,672 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $38,184 | 4,972 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $24,114 | 3,902 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||