Position in ET
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$394,579
-$3,715 QoQ
Shares Held
20,637
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#787
of 1,278 holders
Holding Since
Dec 2024
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, 2026Mattson Financial Services, LLC holds $1,555,505 across 2 Oil & Gas Midstream names. ET ranks #2 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
36,313 | $1,160,926 | |
| 2 | ET |
Energy Transfer LP
This page
|
20,637 | $394,579 |
All Filings in ET
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,579 | 20,637 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $398,294 | 20,637 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $340,304 | 20,637 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $354,130 | 20,637 | Shares | Sole | 2025-10-17 | |
| 2024-12-31 | $3,918 | 200 | Shares | Sole | 2025-03-10 | |
| No filing history on record for this holder in this stock. | ||||||