Position in ET
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$219,516
-$71,508 QoQ
Shares Held
11,481
-23.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,010
of 1,278 holders
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Derivatives in ET
reported options exposure · as of Sep 30, 2025CallValue
$229,583
CallShares
13,379
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Clearstead Advisors, LLC holds $10,908,557 across 35 Oil & Gas Midstream names. ET ranks #9 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
93,924 | $3,452,646 | |
| 2 | WMB |
Williams Companies, Inc.
|
25,766 | $1,915,444 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
59,428 | $1,899,913 | |
| 4 | ENB |
Enbridge Inc
|
22,533 | $1,221,513 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
2,972 | $710,337 | |
| 6 | OKE |
Oneok Inc /New/
|
4,921 | $427,831 | |
| 7 | TRGP |
Targa Resources Corp.
|
1,260 | $337,856 | |
| 8 | MPLX |
Mplx LP
|
4,038 | $227,460 |
All Filings in ET
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,516 | 11,481 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $291,024 | 15,079 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $247,828 | 15,029 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $229,583 | 13,379 | Call | Sole | 2025-11-10 | |
| 2025-06-30 | $38,073 | 2,100 | Principal | Sole | 2025-08-08 | |
| 2025-06-30 | $204,053 | 11,255 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $39,039 | 2,100 | Call | Sole | 2025-05-13 | |
| 2025-03-31 | $210,252 | 11,310 | Principal | Sole | 2025-05-13 | |
| 2024-12-31 | $262,310 | 13,390 | Call | Sole | 2025-02-10 | |
| 2024-09-30 | $212,919 | 13,266 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $214,769 | 13,241 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $61,740 | 3,925 | Shares | Sole | 2024-05-14 | |
| 2024-03-31 | $36,179 | 2,300 | Call | Sole | 2024-05-14 | |
| 2023-12-31 | $28,179 | 2,042 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,202 | 157 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,955 | 154 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,870 | 150 | Shares | Sole | 2023-05-09 | |
| 2020-09-30 | $11,382 | 2,100 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||