Amplius Wealth Advisors, LLC

Position in ET — Energy Transfer LP

CIK 1900584 BLUE BELL, PA

Position in ET

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$456,700

+$92,278 QoQ

Shares Held

23,886

+26.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#732

of 1,278 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Amplius Wealth Advisors, LLC holds $709,314 across 2 Oil & Gas Midstream names. ET ranks #1 (64.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ET	Energy Transfer LP This page	23,886	$456,700
2	EPD	Enterprise Products Partners L.P.	6,872	$252,614

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$456,700	23,886	+26.5%	Shares	Sole	2026-07-17
2026-03-31	$364,422	18,882	+0.4%	Shares	Sole	2026-04-13
2025-12-31	$310,193	18,811	+27.3%	Shares	Sole	2026-01-12
2025-09-30	$253,607	14,779	+3.9%	Shares	Sole	2025-10-21
2025-06-30	$258,008	14,231	+2.8%	Shares	Sole	2025-08-04
2025-03-31	$257,434	13,848	-4.5%	Shares	Sole	2025-04-10
2024-12-31	$284,015	14,498	-0.2%	Shares	Sole	2025-01-16
2024-09-30	$233,158	14,527	-0.3%	Shares	Sole	2024-10-16
2024-06-30	$236,455	14,578	-9.2%	Shares	Sole	2024-07-22
2024-03-31	$252,435	16,048	+2.4%	Shares	Sole	2024-04-17
2023-12-31	$216,204	15,667	-1.1%	Shares	Sole	2024-01-10
2023-09-30	$222,165	15,835	+0.2%	Shares	Sole	2023-10-17
2023-06-30	$200,698	15,803	-0.4%	Shares	Sole	2023-07-26
2023-03-31	$197,911	15,871	-1.7%	Shares	Sole	2023-04-25
2022-12-31	$191,593	16,141	-2.2%	Shares	Sole	2023-01-19
2022-09-30	$181,961	16,497	+57.2%	Shares	Sole	2022-11-10
2022-06-30	$104,760	10,497	+12.2%	Shares	Sole	2022-07-21
2021-12-31	$77,024	9,359	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.