Castleview Partners’s Energy Transfer Partners ET Stock Holding History

Castleview Partners’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 Q2	$271K	Buy	14,181 +40	+0.3%	+$775	0.12%	174
2026 Q1	$273K	Sell	14,141 -981	-6%	-$18K	0.14%	160
2025 Q4	$249K	Buy	+15,122	New	+$252K	0.12%	164
2025 Q1	–	Sell	-2,825	Closed	-$55.7K	–	292
2024 Q4	$55.7K	Buy	2,825 +75	+3%	+$1.33K	0.03%	326
2024 Q3	$44.1K	Hold	2,750	–	–	0.03%	340
2024 Q2	$44.6K	Buy	+2,750	New	+$43.2K	0.03%	342
2022 Q2	–	Sell	-5,000	Closed	-$55K	–	776
2022 Q1	$55K	Sell	5,000 -1,766,801	-100%	-$17.5M	0.03%	334
2021 Q4	$215K	Buy	+1,771,801	New	+$16.1M	1.72%	9
2021 Q2	$3.22M	Buy	+303,010	New	+$2.9M	1.41%	9
2018 Q1	$622K	Buy	+43,746	New	+$727K	0.51%	49

Other funds holding ET

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Castleview Partners's ET Position: Q2 2026 in Review

Castleview Partners increased its Energy Transfer Partners (ET) stake by 0.28% in Q2 2026, buying an estimated $775 and bringing the position to 14,181 shares worth $271K. The position accounts for 0.12% of the portfolio, ranked #174.

Castleview Partners first reported a position in ET in Q1 2018 and has held it in 10 quarters since. The position peaked at $3.22M in Q2 2021. 239 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Castleview Partners held 14,181 shares of Energy Transfer Partners worth $271K as of Q2 2026.
Castleview Partners bought 40 Energy Transfer Partners shares in Q2 2026, an estimated $775.
Energy Transfer Partners made up 0.12% of Castleview Partners's portfolio in Q2 2026, its #174 holding.
Castleview Partners first reported a position in Energy Transfer Partners in Q1 2018 and has held it in 10 quarters since.
Castleview Partners's Energy Transfer Partners position peaked at $3.22M in Q2 2021.
239 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.