Position in ET
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$297,239
-$1,911 QoQ
Shares Held
15,546
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#893
of 1,277 holders
Holding Since
Dec 2022
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, 2026Westwood Wealth Management holds $297,239 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
|
15,546 | $297,239 |
All Filings in ET
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,239 | 15,546 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $299,150 | 15,500 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $265,980 | 15,500 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $281,015 | 15,500 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $323,466 | 17,400 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $303,645 | 15,500 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $248,775 | 15,500 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $243,300 | 15,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $235,950 | 15,000 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $207,000 | 15,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $182,390 | 13,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $165,100 | 13,000 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $162,110 | 13,000 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $154,310 | 13,000 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||