Safeguard Investment Advisory Group, LLC

Position in ET — Energy Transfer LP

CIK 1846711 Corona, CA

Position in ET

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$274,410

+$563 QoQ

Shares Held

14,352

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#923

of 1,278 holders

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Safeguard Investment Advisory Group, LLC holds $573,222 across 2 Oil & Gas Midstream names. ET ranks #2 (47.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	OKE	Oneok Inc /New/	3,437	$298,812
2	ET	Energy Transfer LP This page	14,352	$274,410

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,410	14,352	+1.1%	Shares	Sole	2026-08-13
2026-03-31	$273,847	14,189	+1.4%	Shares	Sole	2026-05-14
2025-12-31	$230,843	13,999	+6.1%	Shares	Sole	2026-02-13
2025-09-30	$226,357	13,191	-1.2%	Shares	Sole	2025-11-13
2025-06-30	$241,981	13,347	+8.3%	Shares	Sole	2025-08-14
2025-03-31	$229,140	12,326	+1.5%	Shares	Sole	2025-05-15
2024-12-31	$237,803	12,139	+1.2%	Shares	Sole	2025-02-14
2024-09-30	$192,471	11,992	+1.3%	Shares	Sole	2024-11-14
2024-06-30	$191,996	11,837	+2.5%	Shares	Sole	2024-08-09
2024-03-31	$181,650	11,548	+1.4%	Shares	Sole	2024-05-13
2023-12-31	$157,113	11,385	+1.5%	Shares	Sole	2024-01-26
2023-09-30	$157,332	11,214	+1.6%	Shares	Sole	2023-11-14
2023-06-30	$140,169	11,037	+6.8%	Shares	Sole	2023-08-01
2023-03-31	$128,864	10,334	+1.6%	Shares	Sole	2023-05-04
2022-12-31	$120,729	10,171	+1.5%	Shares	Sole	2023-01-26
2022-09-30	$110,531	10,021	+213.2%	Shares	Sole	2022-10-26
2020-12-31	$19,776	3,200	—	Shares	Sole	2021-02-18
No filing history on record for this holder in this stock.