Boyd Wealth Management’s Energy Transfer Partners ET Stock Holding History

Boyd Wealth Management’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-17,894	Closed	-$324K	–	49
2025 Q2	$324K	Buy	17,894 +5,818	+48%	+$102K	0.14%	44
2025 Q1	$224K	Buy	12,076 +683	+6%	+$13.3K	0.11%	42
2024 Q4	$223K	Buy	+11,393	New	+$202K	0.11%	46

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boyd Wealth Management's ET Position: Q3 2025 in Review

Boyd Wealth Management sold out of Energy Transfer Partners (ET) in Q3 2025, closing a stake of 17,894 shares — an estimated $324K sold.

Boyd Wealth Management first reported a position in ET in Q4 2024 and held it in 3 quarters. The position peaked at $324K in Q2 2025. 1,222 funds tracked by Wall St. Rank hold ET as of Q3 2025.

Boyd Wealth Management reported no remaining Energy Transfer Partners position as of Q3 2025 after selling out during the quarter.
Boyd Wealth Management sold 17,894 Energy Transfer Partners shares in Q3 2025, an estimated $324K.
Boyd Wealth Management first reported a position in Energy Transfer Partners in Q4 2024 and held it in 3 quarters.
Boyd Wealth Management's Energy Transfer Partners position peaked at $324K in Q2 2025.
1,222 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.

Based on Boyd Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.