Position in ET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$68,832
-$648 QoQ
Shares Held
3,600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,127
of 1,278 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026KELLY LAWRENCE W & ASSOCIATES INC/CA holds $68,832 across 1 Oil & Gas Midstream name. ET ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
3,600 | $68,832 |
All Filings in ET
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,832 | 3,600 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $69,480 | 3,600 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $59,364 | 3,600 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $61,776 | 3,600 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $65,268 | 3,600 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $66,924 | 3,600 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $70,524 | 3,600 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $57,780 | 3,600 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $58,392 | 3,600 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $60,560 | 3,850 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $53,130 | 3,850 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $50,508 | 3,600 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $45,720 | 3,600 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $44,892 | 3,600 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $42,732 | 3,600 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $39,708 | 3,600 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $35,928 | 3,600 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $40,284 | 3,600 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $29,628 | 3,600 | Shares | Other | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||