Compound Planning, Inc.

Position in ET — Energy Transfer LP

CIK 1978879 NEW YORK, NY

Position in ET

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$488,802

+$97,109 QoQ

Shares Held

25,565

+26.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#703

of 1,278 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Compound Planning, Inc. holds $12,158,087 across 11 Oil & Gas Midstream names. ET ranks #7 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENB	Enbridge Inc	69,171	$3,749,759
2	KMI	Kinder Morgan, Inc.	59,753	$1,910,303
3	WMB	Williams Companies, Inc.	21,342	$1,586,563
4	TRP	Tc Energy Corp	19,294	$1,278,998
5	INSW	International Seaways, Inc.	15,695	$1,202,079
6	LNG	Cheniere Energy, Inc.	3,078	$735,671
7	ET	Energy Transfer LP This page	25,565	$488,802
8	TRGP	Targa Resources Corp.	1,610	$431,704

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$488,802	25,565	+26.0%	Shares	Sole	2026-08-04
2026-03-31	$391,693	20,295	+57.3%	Shares	Sole	2026-05-14
2025-09-30	$221,432	12,904	-71.0%	Shares	Sole	2025-11-10
2025-06-30	$807,310	44,529	+16.9%	Shares	Sole	2025-08-14
2025-03-31	$708,000	38,085	+19.3%	Shares	Sole	2025-05-14
2024-12-31	$625,567	31,933	-2.8%	Shares	Sole	2025-01-17
2024-09-30	$527,082	32,840	+11.8%	Shares	Sole	2024-10-08
2024-06-30	$476,348	29,368	+29.4%	Shares	Sole	2024-07-26
2024-03-31	$356,976	22,694	-7.8%	Shares	Sole	2024-05-07
2023-12-31	$339,797	24,623	+0.4%	Shares	Sole	2024-02-08
2023-09-30	$343,987	24,518	—	Shares	Sole	2023-11-09
No filing history on record for this holder in this stock.