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EVOLUTION WEALTH MANAGEMENT INC.

Position in ET — Energy Transfer LP

CIK 2010029 FORT MYERS, FL

Position in ET

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$23,020
+$15,609 QoQ
Shares Held
1,204
+213.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,193
of 1,274 holders
Holding Since
Jun 2025
5 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

EVOLUTION WEALTH MANAGEMENT INC. holds $216,262 across 9 Oil & Gas Midstream names. ET ranks #3 (10.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 ET
Energy Transfer LP
This page
1,204 $23,020

All Filings in ET

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $23,020 1,204
2026-03-31 $7,411 384
2025-12-31 $6,332 384
2025-09-30 $6,589 384
2025-06-30 $6,961 384