Position in ET
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$305,920
-$2,880 QoQ
Shares Held
16,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#879
of 1,278 holders
Holding Since
Dec 2021
19 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, 2026Consilium Wealth Advisory, LLC holds $700,354 across 2 Oil & Gas Midstream names. ET ranks #2 (43.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
10,730 | $394,434 | |
| 2 | ET |
Energy Transfer LP
This page
|
16,000 | $305,920 |
All Filings in ET
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,920 | 16,000 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $308,800 | 16,000 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $263,840 | 16,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $274,560 | 16,000 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $290,080 | 16,000 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $297,440 | 16,000 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $313,440 | 16,000 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $256,800 | 16,000 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $259,520 | 16,000 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $251,680 | 16,000 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $220,800 | 16,000 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $224,480 | 16,000 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $203,200 | 16,000 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $199,520 | 16,000 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $189,920 | 16,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $176,480 | 16,000 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $159,680 | 16,000 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $179,040 | 16,000 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $131,680 | 16,000 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||