Position in ET
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,667,627
+$1,562,807 QoQ
Shares Held
87,219
+15.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#402
of 1,278 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $16,419,896 across 9 Oil & Gas Midstream names. ET ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
81,671 | $7,100,476 | |
| 2 | WMB |
Williams Companies, Inc.
|
78,510 | $5,836,433 | |
| 3 | ET |
Energy Transfer LP
This page
|
87,219 | $1,667,627 | |
| 4 | AM |
Antero Midstream Corp
|
56,533 | $1,286,125 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
6,611 | $243,020 | |
| 6 | MPLX |
Mplx LP
|
3,191 | $179,749 | |
| 7 | ENB |
Enbridge Inc
|
915 | $49,602 | |
| 8 | DTM |
DT Midstream, Inc.
|
278 | $40,793 |
All Filings in ET
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,667,627 | 87,219 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $104,820 | 75,472 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $100,284 | 75,470 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $242,646 | 218,406 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $244,101 | 218,406 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $260,166 | 233,781 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $37,632 | 1,921 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $24,075 | 1,500 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $24,330 | 1,500 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $23,595 | 1,500 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $20,700 | 1,500 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $21,045 | 1,500 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $19,050 | 1,500 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $18,705 | 1,500 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $17,805 | 1,500 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $16,545 | 1,500 | Shares | Sole | 2022-10-07 | |
| No filing history on record for this holder in this stock. | ||||||