Morton Capital Management LLC/CA

Position in ET — Energy Transfer LP

CIK 2002628 CALABASAS, CA

Position in ET

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$954,814

+$3,961 QoQ

Shares Held

49,938

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#523

of 1,278 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Morton Capital Management LLC/CA holds $3,684,545 across 4 Oil & Gas Midstream names. ET ranks #2 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	36,618	$1,170,677
2	ET	Energy Transfer LP This page	49,938	$954,814
3	EPD	Enterprise Products Partners L.P.	24,397	$896,833
4	OKE	Oneok Inc /New/	7,617	$662,221

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$954,814	49,938	+1.4%	Shares	Sole	2026-07-23
2026-03-31	$950,853	49,267	+1.4%	Shares	Sole	2026-04-21
2025-12-31	$800,869	48,567	+1.6%	Shares	Sole	2026-02-03
2025-09-30	$820,248	47,800	-4.6%	Shares	Sole	2025-10-24
2025-06-30	$908,385	50,104	+8.0%	Shares	Sole	2025-07-23
2025-03-31	$862,241	46,382	+1.3%	Shares	Sole	2025-04-17
2024-12-31	$897,006	45,789	+1.5%	Shares	Sole	2025-01-15
2024-09-30	$723,951	45,106	+1.6%	Shares	Sole	2024-10-09
2024-06-30	$719,892	44,383	+1.6%	Shares	Sole	2024-07-12
2024-03-31	$687,149	43,684	+1.8%	Shares	Sole	2024-04-12
2023-12-31	$592,392	42,927	+1.9%	Shares	Sole	2024-01-18
2023-09-30	$591,252	42,142	+1.9%	Shares	Sole	2023-12-05
2023-06-30	$525,157	41,351	+1.9%	Shares	Sole	2023-12-05
2023-03-31	$505,907	40,570	+9.4%	Shares	Sole	2023-12-05
2022-12-31	$440,258	37,090	+1.8%	Shares	Sole	2023-12-05
2022-09-30	$401,745	36,423	+1.6%	Shares	Sole	2023-12-05
2022-06-30	$357,623	35,834	+19.1%	Shares	Sole	2023-12-05
2022-03-31	$336,584	30,079	+1.7%	Shares	Sole	2023-12-05
2021-12-31	$243,468	29,583	—	Shares	Sole	2023-12-05
No filing history on record for this holder in this stock.