SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Position in ET — Energy Transfer LP
CIK 2016209
CINCINNATI, OH
Position in ET
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$299,150
+$43,555 QoQ
Shares Held
15,500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co holds $563,466 across 2 Oil & Gas Midstream names. ET ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
15,500 | $299,150 | |
| 2 | HESM |
Hess Midstream LP
|
6,800 | $264,316 |
All Filings in ET
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $299,150 | 15,500 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $255,595 | 15,500 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $265,980 | 15,500 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $281,015 | 15,500 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||