Wescott Financial Advisory Group, LLC
Position in ET — Energy Transfer LP
CIK 1864880
Philadelphia, PA
Position in ET
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$411,443
-$3,873 QoQ
Shares Held
21,519
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#773
of 1,278 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Wescott Financial Advisory Group, LLC holds $682,437 across 2 Oil & Gas Midstream names. ET ranks #1 (60.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
21,519 | $411,443 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
7,372 | $270,994 |
All Filings in ET
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,443 | 21,519 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $415,316 | 21,519 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $354,848 | 21,519 | Shares | Sole | 2026-02-12 | |
| 2023-09-30 | $264,325 | 18,840 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $481,672 | 37,927 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $461,714 | 37,026 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $429,504 | 36,184 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $390,616 | 35,414 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $344,070 | 34,476 | Shares | Sole | 2022-07-28 | |
| 2020-12-31 | $256,117 | 41,443 | Shares | Sole | 2021-06-25 | |
| No filing history on record for this holder in this stock. | ||||||