Position in ET
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,120,455
+$448,187 QoQ
Shares Held
215,505
+13.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#241
of 1,277 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)
Derivatives in ET
reported options exposure · as of Dec 31, 2021CallValue
$102,875
CallShares
12,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026HB Wealth Management, LLC holds $33,359,088 across 17 Oil & Gas Midstream names. ET ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
81,436 | $6,053,952 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
164,218 | $6,036,653 | |
| 3 | ET |
Energy Transfer LP
This page
|
215,505 | $4,120,455 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
107,117 | $3,424,530 | |
| 5 | OKE |
Oneok Inc /New/
|
35,263 | $3,065,765 | |
| 6 | TRGP |
Targa Resources Corp.
|
11,197 | $3,002,363 | |
| 7 | ENB |
Enbridge Inc
|
29,571 | $1,603,043 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
5,553 | $1,327,222 |
All Filings in ET
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,120,455 | 215,505 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,672,268 | 190,273 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,257,038 | 197,516 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,537,140 | 147,852 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,619,168 | 144,466 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,453,278 | 185,760 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,988,043 | 152,529 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,434,656 | 151,692 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,271,161 | 78,370 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,215,142 | 77,250 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,095,816 | 79,407 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $996,915 | 71,056 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $967,460 | 76,178 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $763,064 | 61,192 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $717,838 | 60,475 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $414,408 | 37,571 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $519,179 | 52,022 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $698,849 | 62,453 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $102,875 | 12,500 | Call | Sole | 2022-02-15 | |
| 2021-12-31 | $347,626 | 42,239 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||