Position in ET
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$204,067
+$28,944 QoQ
Shares Held
10,673
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,031
of 1,278 holders
Holding Since
Mar 2021
14 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, 2026McCarthy Asset Management, Inc. holds $204,067 across 1 Oil & Gas Midstream name. ET ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
10,673 | $204,067 |
All Filings in ET
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,067 | 10,673 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $175,123 | 10,620 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $181,724 | 10,590 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $191,470 | 10,561 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $195,845 | 10,535 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $215,333 | 10,992 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $183,756 | 11,449 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $184,956 | 11,403 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $178,661 | 11,358 | Shares | Sole | 2024-05-09 | |
| 2022-03-31 | $22,380 | 2,000 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $16,460 | 2,000 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $10,633 | 1,110 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,607 | 1,092 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $8,808 | 1,147 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||