Position in ET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,094,390
+$112,522 QoQ
Shares Held
57,238
+12.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#488
of 1,278 holders
Holding Since
Sep 2023
12 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, 2026WCG Wealth Advisors LLC holds $16,121,931 across 6 Oil & Gas Midstream names. ET ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
60,503 | $5,260,130 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
107,100 | $3,936,996 | |
| 3 | WMB |
Williams Companies, Inc.
|
47,494 | $3,530,703 | |
| 4 | ENB |
Enbridge Inc
|
31,538 | $1,709,674 | |
| 5 | ET |
Energy Transfer LP
This page
|
57,238 | $1,094,390 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
18,456 | $590,038 |
All Filings in ET
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,094,390 | 57,238 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $981,868 | 50,874 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $808,158 | 49,009 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $256,988 | 14,976 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $271,514 | 14,976 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $269,331 | 14,488 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $283,819 | 14,488 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $218,552 | 13,617 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $213,503 | 13,163 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $234,188 | 14,888 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $249,780 | 18,100 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $268,113 | 19,110 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||