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PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in ET — Energy Transfer LP

CIK 2145782 WALTHAM, MA

Position in ET

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$1,912
New position
Shares Held
100
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,263
of 1,278 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Oil & Gas Midstream

Energy · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $87,606 across 5 Oil & Gas Midstream names. ET ranks #4 (2.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 ET
Energy Transfer LP
This page
100 $1,912

All Filings in ET

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $1,912 100