Position in ET
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$296,723
-$39,058 QoQ
Shares Held
15,519
-10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#92
of 151 holders
Holding Since
Jun 2023
3 quarters on record
Voting authority
Sole 0.03221857078420001.ToString("F0")%
Shared 0.ToString("F0")%
None 99.96778142921579.ToString("F0")%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026SteelPeak Wealth, LLC holds $8,283,902 across 7 Oil & Gas Midstream names. ET ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PBT |
Permian Basin Royalty Trust
|
199,449 | $4,994,202 | |
| 2 | OKE |
Oneok Inc /New/
|
11,714 | $1,018,415 | |
| 3 | MPLX |
Mplx LP
|
13,595 | $765,806 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
23,040 | $736,588 | |
| 5 | ET |
Energy Transfer LP
This page
|
15,519 | $296,723 | |
| 6 | WMB |
Williams Companies, Inc.
|
3,609 | $268,293 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
853 | $203,875 |
All Filings in ET
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,723 | 15,519 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $335,781 | 17,398 | Shares | Sole | 2026-05-05 | |
| 2023-06-30 | $130,441 | 10,271 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||