Position in ET
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$233,493
-$3,491 QoQ
Shares Held
12,212
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#991
of 1,277 holders
Holding Since
Mar 2026
2 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, 2026Phillips Wealth Planners LLC holds $3,543,240 across 7 Oil & Gas Midstream names. ET ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
23,357 | $1,736,359 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
12,735 | $407,137 | |
| 3 | OKE |
Oneok Inc /New/
|
3,994 | $347,238 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
8,605 | $316,319 | |
| 5 | ENB |
Enbridge Inc
|
5,519 | $299,184 | |
| 6 | ET |
Energy Transfer LP
This page
|
12,212 | $233,493 | |
| 7 | TRP |
Tc Energy Corp
|
3,070 | $203,510 |
All Filings in ET
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,493 | 12,212 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $236,984 | 12,279 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||