CapWealth Advisors’s Energy Transfer Partners ET Stock Holding History

CapWealth Advisors’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
2026 Q3	$489K	Hold	24,720	–	–	0.04%	83
2026 Q2	$473K	Hold	24,720	–	–	0.03%	86
2026 Q1	$477K	Hold	24,720	–	–	0.04%	84
2025 Q4	$408K	Hold	24,720	–	–	0.03%	100
2025 Q3	$424K	Buy	24,720 +7,295	+42%	+$128K	0.03%	94
2025 Q2	$316K	Buy	17,425 +300	+2%	+$5.24K	0.03%	87
2025 Q1	$318K	Hold	17,125	–	–	0.03%	84
2024 Q4	$335K	Buy	+17,125	New	+$303K	0.04%	85

Other funds holding ET

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CapWealth Advisors's ET Position: Q3 2026 in Review

CapWealth Advisors held its Energy Transfer Partners (ET) position steady in Q3 2026 at 24,720 shares worth $489K. The position accounts for 0.04% of the portfolio, ranked #83.

CapWealth Advisors first reported a position in ET in Q4 2024 and has held it in 8 quarters since. 68 funds tracked by Wall St. Rank hold ET as of Q3 2026.

CapWealth Advisors held 24,720 shares of Energy Transfer Partners worth $489K as of Q3 2026.
CapWealth Advisors left its Energy Transfer Partners share count unchanged in Q3 2026.
Energy Transfer Partners made up 0.04% of CapWealth Advisors's portfolio in Q3 2026, its #83 holding.
CapWealth Advisors first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 8 quarters since.
68 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.