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Rockwood Wealth Management, LLC

Position in ET — Energy Transfer LP

CIK 1983670 New Hope, PA

Position in ET

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$2,532,444
+$439 QoQ
Shares Held
132,450
+1.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
16.75%
of 13F equity value
Holder Rank
#318
of 1,278 holders
Holding Since
Dec 2021
19 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

Rockwood Wealth Management, LLC holds $4,957,998 across 4 Oil & Gas Midstream names. ET ranks #1 (51.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ET
Energy Transfer LP
This page
132,450 $2,532,444

All Filings in ET

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,532,444 132,450
2026-03-31 $2,532,005 131,192
2025-12-31 $2,162,910 131,165
2025-09-30 $2,257,792 131,573
2025-06-30 $2,376,335 131,072
2025-03-31 $2,447,782 131,672
2024-12-31 $2,579,846 131,692
2024-09-30 $2,058,781 128,273
2024-06-30 $2,078,138 128,122
2024-03-31 $2,004,348 127,422
2023-12-31 $1,758,409 127,421
2023-09-30 $1,454,953 103,703
2023-06-30 $1,316,570 103,667
2023-03-31 $1,292,739 103,668
2022-12-31 $1,234,100 103,968
2022-09-30 $1,146,767 103,968
2022-06-30 $1,036,642 103,872
2022-03-31 $1,162,327 103,872
2021-12-31 $854,866 103,872