PARTNERS WEALTH MANAGEMENT, LLC
Position in ET — Energy Transfer LP
CIK 2054714
CARMEL BY THE SEA, CA
Position in ET
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$193,131
-$1,432 QoQ
Shares Held
10,101
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,051
of 1,278 holders
Holding Since
Dec 2024
5 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, 2026PARTNERS WEALTH MANAGEMENT, LLC holds $193,131 across 1 Oil & Gas Midstream name. ET ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
10,101 | $193,131 |
All Filings in ET
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,131 | 10,101 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $194,563 | 10,081 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $201,877 | 11,135 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $206,999 | 11,135 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $209,319 | 10,685 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||