Everest Financial Group LLC

Position in ET — Energy Transfer LP

CIK 2056391 MINNEAPOLIS, MN

Position in ET

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$5,822,059

-$136,352 QoQ

Shares Held

304,501

-1.4% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#208

of 1,278 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Everest Financial Group LLC holds $6,565,722 across 3 Oil & Gas Midstream names. ET ranks #1 (88.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP This page	304,501	$5,822,059
2	OKE	Oneok Inc /New/	5,175	$449,914
3	EPD	Enterprise Products Partners L.P.	7,991	$293,749

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,822,059	304,501	-1.4%	Shares	Sole	2026-08-10
2026-03-31	$5,958,411	308,726	-0.7%	Shares	Sole	2026-05-15
2025-12-31	$5,127,829	310,966	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.