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Oak Harvest Investment Services

Position in ET — Energy Transfer LP

CIK 1839430 HOUSTON, TX

Position in ET

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$870,017
-$40,711 QoQ
Shares Held
45,503
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#535
of 1,278 holders
Holding Since
Dec 2020
23 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, 2026

Oak Harvest Investment Services holds $16,272,459 across 2 Oil & Gas Midstream names. ET ranks #2 (5.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 ET
Energy Transfer LP
This page
45,503 $870,017

All Filings in ET

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $870,017 45,503
2026-03-31 $910,728 47,188
2025-12-31 $754,582 45,760
2025-09-30 $785,190 45,757
2025-06-30 $773,788 42,680
2025-03-31 $793,384 42,678
2024-12-31 $836,022 42,676
2024-09-30 $684,901 42,673
2024-06-30 $692,123 42,671
2024-03-31 $664,985 42,275
2023-12-31 $583,353 42,272
2023-09-30 $596,120 42,489
2023-06-30 $535,254 42,146
2023-03-31 $518,776 41,602
2022-12-31 $492,723 41,510
2022-09-30 $451,182 40,905
2022-06-30 $406,974 40,779
2022-03-31 $452,020 40,395
2021-12-31 $325,537 39,555
2021-09-30 $382,596 39,937
2021-06-30 $420,055 39,516
2021-03-31 $291,486 37,954
2020-12-31 $231,267 37,422