One Charles Private Wealth Services, LLC
Position in ET — Energy Transfer LP
CIK 1800938
HINGHAM, MA
Position in ET
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,572,572
-$45,039 QoQ
Shares Held
186,850
-0.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.71%
of 13F equity value
Holder Rank
#262
of 1,278 holders
Holding Since
Jun 2023
13 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, 2026One Charles Private Wealth Services, LLC holds $7,187,450 across 3 Oil & Gas Midstream names. ET ranks #1 (49.7% of the industry book) .
All Filings in ET
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,572,572 | 186,850 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,617,611 | 187,441 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,215,451 | 194,994 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,396,907 | 197,955 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,620,017 | 199,670 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,238,949 | 66,646 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,305,418 | 66,637 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,109,488 | 69,127 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $324,400 | 20,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $314,600 | 20,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $276,000 | 20,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $280,600 | 20,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $254,000 | 20,000 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||