Position in ET
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$191,200
-$1,800 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#390
of 497 holders
Holding Since
Dec 2025
3 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, 2026DWR WEALTH MANAGEMENT, LLC holds $957,311 across 2 Oil & Gas Midstream names. ET ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBR |
Sabine Royalty Trust
|
10,466 | $766,111 | |
| 2 | ET |
Energy Transfer LP
This page
|
10,000 | $191,200 |
All Filings in ET
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $191,200 | 10,000 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $193,000 | 10,000 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $164,900 | 10,000 | Shares | Sole | 2026-04-01 | |
| No filing history on record for this holder in this stock. | ||||||