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Financial Life Planners

Position in ET — Energy Transfer LP

CIK 2053368 TEMPE, AZ

Position in ET

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$40,324
+$296 QoQ
Shares Held
2,109
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,166
of 1,278 holders
Holding Since
Dec 2024
4 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

Financial Life Planners holds $179,449 across 6 Oil & Gas Midstream names. ET ranks #3 (22.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 ET
Energy Transfer LP
This page
2,109 $40,324

All Filings in ET

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $40,324 2,109
2026-03-31 $40,028 2,074
2025-09-30 $34,302 1,999
2024-12-31 $37,142 1,896