JEPPSON WEALTH MANAGEMENT, LLC

Position in ET — Energy Transfer LP

CIK 1831263 MANHATTAN BEACH, CA

Position in ET

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$679,008

+$34,138 QoQ

Shares Held

35,513

+6.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#592

of 1,278 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

JEPPSON WEALTH MANAGEMENT, LLC holds $4,245,348 across 3 Oil & Gas Midstream names. ET ranks #2 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	96,260	$3,077,432
2	ET	Energy Transfer LP This page	35,513	$679,008
3	EPD	Enterprise Products Partners L.P.	13,300	$488,908

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$679,008	35,513	+6.3%	Shares	Sole	2026-08-04
2026-03-31	$644,870	33,413	+2.2%	Shares	Sole	2026-04-14
2025-12-31	$538,909	32,681	+64.5%	Shares	Sole	2026-01-27
2025-09-30	$340,866	19,864	+4.9%	Shares	Sole	2025-10-15
2025-06-30	$343,200	18,930	—	Shares	Sole	2025-07-15
No filing history on record for this holder in this stock.