OPTIMA CAPITAL LLC

Position in ET — Energy Transfer LP

CIK 2070972 PORTLAND, OR

Position in ET

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$555,397

+$39,740 QoQ

Shares Held

29,048

+8.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#657

of 1,278 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

OPTIMA CAPITAL LLC holds $1,417,306 across 4 Oil & Gas Midstream names. ET ranks #1 (39.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP This page	29,048	$555,397
2	OKE	Oneok Inc /New/	4,139	$359,843
3	KMI	Kinder Morgan, Inc.	8,764	$280,183
4	EPD	Enterprise Products Partners L.P.	6,036	$221,883

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$555,397	29,048	+8.7%	Shares	Sole	2026-07-24
2026-03-31	$515,657	26,718	+1.7%	Shares	Sole	2026-05-05
2025-12-31	$433,258	26,274	+75.6%	Shares	Sole	2026-01-23
2024-12-31	$293,085	14,961	—	Shares	Sole	2025-06-13
No filing history on record for this holder in this stock.