Position in ET
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$324,600
+$2,290 QoQ
Shares Held
16,977
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#859
of 1,278 holders
Holding Since
Dec 2024
7 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, 2026Taylor & Morgan Wealth Management, LLC holds $324,600 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
|
16,977 | $324,600 |
All Filings in ET
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,600 | 16,977 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $322,310 | 16,700 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $270,650 | 16,413 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $276,224 | 16,097 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $286,381 | 15,796 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $288,423 | 15,515 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $299,158 | 15,271 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||