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Core Wealth Partners LLC

Position in ET — Energy Transfer LP

CIK 1965078 SANTA ROSA, CA

Position in ET

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$275,098
-$41,190 QoQ
Shares Held
14,388
-12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#922
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, 2026

Core Wealth Partners LLC holds $991,281 across 3 Oil & Gas Midstream names. ET ranks #3 (27.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 ET
Energy Transfer LP
This page
14,388 $275,098

All Filings in ET

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $275,098 14,388
2026-03-31 $316,288 16,388
2025-12-31 $270,238 16,388
2025-09-30 $279,502 16,288
2025-06-30 $295,301 16,288
2025-03-31 $302,793 16,288
2024-12-31 $299,491 15,288
2024-09-30 $245,372 15,288
2024-06-30 $247,971 15,288
2024-03-31 $240,480 15,288
2023-12-31 $197,174 14,288
2023-09-30 $179,008 12,759
2023-06-30 $163,004 12,835
2023-03-31 $128,303 10,289
2022-12-31 $147,009 12,385