Position in ET
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$120,761
-$13,203 QoQ
Shares Held
6,316
-22.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,089
of 1,278 holders
Holding Since
Dec 2020
21 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, 2026Concord Wealth Partners holds $396,647 across 9 Oil & Gas Midstream names. ET ranks #1 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
6,316 | $120,761 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
2,152 | $68,799 | |
| 3 | DTM |
DT Midstream, Inc.
|
410 | $60,163 | |
| 4 | ENB |
Enbridge Inc
|
788 | $42,717 | |
| 5 | WMB |
Williams Companies, Inc.
|
500 | $37,170 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
600 | $22,056 | |
| 7 | MPLX |
Mplx LP
|
389 | $21,912 | |
| 8 | LPG |
Dorian Lpg Ltd.
|
500 | $17,390 |
All Filings in ET
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,761 | 6,316 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $133,964 | 8,124 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $136,730 | 7,968 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $141,758 | 7,819 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $142,771 | 7,680 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $240,721 | 12,288 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $213,657 | 13,312 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $196,927 | 12,141 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $204,804 | 13,020 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $178,158 | 12,910 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $192,898 | 13,749 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $172,212 | 13,560 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $82,638 | 6,627 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $78,389 | 6,604 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $65,518 | 6,565 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $73,272 | 6,548 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $53,766 | 6,533 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $53,954 | 5,632 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $59,868 | 5,632 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $43,253 | 5,632 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $34,805 | 5,632 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||