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Lummis Asset Management, LP

Position in ET — Energy Transfer LP

CIK 2011652 FORT WORTH, TX

Position in ET

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$18,546
-$175 QoQ
Shares Held
970
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,212
of 1,281 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ET Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Midstream

Energy · as of Jun 30, 2026

Lummis Asset Management, LP holds $1,114,036 across 4 Oil & Gas Midstream names. ET ranks #4 (1.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 ET
Energy Transfer LP
This page
970 $18,546

All Filings in ET

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $18,546 970
2026-03-31 $18,721 970
2025-12-31 $67,114 4,070
2025-09-30 $69,841 4,070
2025-06-30 $73,789 4,070
2025-03-31 $75,661 4,070
2024-12-31 $79,731 4,070
2024-09-30 $65,323 4,070
2024-06-30 $66,015 4,070
2024-03-31 $64,021 4,070
2023-12-31 $56,166 4,070