Beverly Hills Private Wealth, LLC

Position in ET — Energy Transfer LP

CIK 1965710 BEVERLY HILLS, CA

Position in ET

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,314,891

-$32,230 QoQ

Shares Held

173,373

-0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#272

of 1,277 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $5,166,237 across 5 Oil & Gas Midstream names. ET ranks #1 (64.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP This page	173,373	$3,314,891
2	EPD	Enterprise Products Partners L.P.	24,874	$914,368
3	ENB	Enbridge Inc	7,560	$409,827
4	KMI	Kinder Morgan, Inc.	9,224	$294,891
5	PAA	Plains All American Pipeline LP	10,434	$232,260

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,314,891	173,373	-0.0%	Shares	Sole	2026-08-07
2026-03-31	$3,347,121	173,426	+0.4%	Shares	Sole	2026-05-04
2025-12-31	$2,847,757	172,696	0.0%	Shares	Sole	2026-02-17
2025-09-30	$2,963,463	172,696	0.0%	Shares	Sole	2025-11-10
2025-06-30	$3,130,978	172,696	+0.9%	Shares	Sole	2025-07-29
2025-03-31	$3,183,091	171,226	+1.2%	Shares	Sole	2025-04-30
2024-12-31	$3,315,725	169,256	+0.8%	Shares	Sole	2025-02-14
2024-09-30	$2,695,613	167,951	+0.5%	Shares	Sole	2024-11-12
2024-06-30	$2,711,821	167,190	+0.3%	Shares	Sole	2024-08-08
2024-03-31	$2,622,222	166,702	+0.3%	Shares	Sole	2024-05-09
2023-12-31	$2,293,435	166,191	+0.6%	Shares	Sole	2024-01-30
2023-09-30	$2,317,082	165,152	+1.6%	Shares	Sole	2023-11-08
2023-06-30	$2,063,673	162,494	-3.2%	Shares	Sole	2023-08-10
2023-03-31	$2,092,765	167,824	+206.5%	Shares	Sole	2023-05-04
2022-12-31	$649,918	54,753	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.