Forum Financial Management, LP

Position in ET — Energy Transfer LP

CIK 1911832 LOMBARD, IL

Position in ET

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$7,503,127

-$253,658 QoQ

Shares Held

392,423

-2.4% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#179

of 1,278 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Forum Financial Management, LP holds $27,491,683 across 9 Oil & Gas Midstream names. ET ranks #2 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/	147,028	$12,782,614
2	ET	Energy Transfer LP This page	392,423	$7,503,127
3	MPLX	Mplx LP	62,292	$3,508,908
4	EPD	Enterprise Products Partners L.P.	42,436	$1,559,947
5	KMI	Kinder Morgan, Inc.	27,784	$888,254
6	WMB	Williams Companies, Inc.	8,409	$625,125
7	LNG	Cheniere Energy, Inc.	1,122	$268,169
8	ENB	Enbridge Inc	4,496	$243,728

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,503,127	392,423	-2.4%	Shares	Sole	2026-07-23
2026-03-31	$7,756,785	401,906	-6.7%	Shares	Other	2026-04-23
2025-12-31	$7,106,332	430,948	+322.7%	Shares	Sole	2026-01-27
2025-09-30	$1,749,633	101,960	-14.8%	Shares	Sole	2025-10-24
2025-06-30	$2,169,163	119,645	+1.5%	Shares	Sole	2025-07-30
2025-03-31	$2,191,779	117,901	-6.7%	Shares	Sole	2025-05-02
2024-12-31	$2,476,058	126,394	+2.3%	Shares	Sole	2025-02-20
2024-09-30	$1,983,731	123,597	+0.8%	Shares	Sole	2024-10-29
2024-06-30	$1,987,955	122,562	+2.9%	Shares	Sole	2024-07-30
2024-03-31	$1,873,049	119,075	+3.4%	Shares	Sole	2024-05-09
2023-12-31	$1,589,014	115,146	-7.8%	Shares	Sole	2024-02-07
2023-09-30	$1,753,020	124,948	+1120.4%	Shares	Sole	2023-11-06
2023-06-30	$130,022	10,238	-4.4%	Shares	Sole	2023-07-26
2022-12-31	$127,115	10,709	—	Shares	Sole	2023-01-24
No filing history on record for this holder in this stock.