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United Advisor Group, LLC

Position in ET — Energy Transfer LP

CIK 2004873 CINCINNATI, OH

Position in ET

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$379,780
-$3,575 QoQ
Shares Held
19,863
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#800
of 1,278 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ET Over Time

Shares Held

Position Value (USD)

Derivatives in ET

reported options exposure · as of Dec 31, 2025
CallValue
$4,556,187
CallShares
276,300
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Midstream

Energy · as of Jun 30, 2026

United Advisor Group, LLC holds $5,260,354 across 6 Oil & Gas Midstream names. ET ranks #6 (7.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 ET
Energy Transfer LP
This page
19,863 $379,780

All Filings in ET

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $379,780 19,863
2026-03-31 $383,355 19,863
2025-12-31 $4,556,187 276,300
2025-12-31 $327,540 19,863
2025-09-30 $407,018 23,719
2025-06-30 $424,586 23,419
2025-03-31 $435,359 23,419
2024-12-31 $363,198 18,540
2024-09-30 $288,996 18,006
2024-06-30 $287,191 17,706
2024-03-31 $278,515 17,706