Position in ET
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$964,451
-$8,790 QoQ
Shares Held
50,442
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#518
of 1,278 holders
Holding Since
Dec 2022
15 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, 2026Compass Financial Group, INC/SD holds $2,067,899 across 2 Oil & Gas Midstream names. ET ranks #2 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPLX |
Mplx LP
|
19,589 | $1,103,448 | |
| 2 | ET |
Energy Transfer LP
This page
|
50,442 | $964,451 |
All Filings in ET
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $964,451 | 50,442 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $973,241 | 50,427 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $828,655 | 50,252 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $862,924 | 50,287 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $911,449 | 50,273 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $934,333 | 50,260 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $981,635 | 50,109 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $804,056 | 50,097 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $808,550 | 49,849 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $794,994 | 50,540 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $715,474 | 51,846 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $736,196 | 52,473 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $602,729 | 47,459 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $589,132 | 47,244 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $554,839 | 46,743 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||