Position in ET
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,574,718
+$2,269,950 QoQ
Shares Held
134,661
+628.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#314
of 1,278 holders
Holding Since
Mar 2022
16 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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $12,719,501 across 10 Oil & Gas Midstream names. ET ranks #1 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
134,661 | $2,574,718 | |
| 2 | OKE |
Oneok Inc /New/
|
26,862 | $2,335,382 | |
| 3 | WMB |
Williams Companies, Inc.
|
27,153 | $2,018,554 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
55,197 | $1,764,648 | |
| 5 | ENB |
Enbridge Inc
|
31,351 | $1,699,537 | |
| 6 | KNTK |
Kinetik Holdings Inc.
|
17,846 | $862,675 | |
| 7 | DTM |
DT Midstream, Inc.
|
3,798 | $557,318 | |
| 8 | TRGP |
Targa Resources Corp.
|
1,843 | $494,182 |
All Filings in ET
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,574,718 | 134,661 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $304,768 | 18,482 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $294,585 | 17,167 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $323,384 | 17,837 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $335,028 | 18,022 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $346,782 | 17,702 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $281,452 | 17,536 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $280,281 | 17,280 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,013,326 | 64,420 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $923,910 | 66,950 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $699,199 | 49,836 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $341,989 | 27,425 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $217,102 | 18,290 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $885,190 | 80,253 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $800,126 | 80,173 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $211,412 | 18,893 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||