BWM Planning, LLC

Position in ET — Energy Transfer LP

CIK 2039698 THE WOODLANDS, TX

Position in ET

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$258,712

+$1,733 QoQ

Shares Held

13,531

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#952

of 1,281 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

BWM Planning, LLC holds $5,689,920 across 4 Oil & Gas Midstream names. ET ranks #4 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PBT	Permian Basin Royalty Trust	104,397	$2,614,100
2	SBR	Sabine Royalty Trust	21,552	$1,577,606
3	WES	Western Midstream Partners, LP	28,325	$1,239,502
4	ET	Energy Transfer LP This page	13,531	$258,712

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$258,712	13,531	+1.6%	Shares	Sole	2026-07-23
2026-03-31	$256,979	13,315	+1.7%	Shares	Sole	2026-04-22
2025-12-31	$215,887	13,092	+1.9%	Shares	Sole	2026-01-14
2025-09-30	$220,437	12,846	+1.9%	Shares	Sole	2025-10-31
2025-06-30	$228,655	12,612	—	Shares	Sole	2025-08-12
No filing history on record for this holder in this stock.