Position in ET
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$286,800
-$2,700 QoQ
Shares Held
15,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#915
of 1,278 holders
Holding Since
Dec 2023
11 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, 2026PRIMORIS WEALTH ADVISORS, LLC holds $286,800 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
|
15,000 | $286,800 |
All Filings in ET
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,800 | 15,000 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $289,500 | 15,000 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $338,045 | 20,500 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $386,100 | 22,500 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $407,925 | 22,500 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $418,275 | 22,500 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $440,775 | 22,500 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $361,125 | 22,500 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $364,950 | 22,500 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $353,925 | 22,500 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $310,500 | 22,500 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||