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 Q3	$275K	Sell	13,907 -274	-2%	-$5.65K	0.12%	172
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	Buy	+5,000	New	+$49.6K	0.03%	334
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

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

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

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

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Castleview Partners's ET Position: Q3 2026 in Review

Castleview Partners reduced its Energy Transfer Partners (ET) stake by 1.9% in Q3 2026, selling an estimated $5.65K and leaving 13,907 shares worth $275K. The position accounts for 0.12% of the portfolio, ranked #172.

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. 354 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Castleview Partners held 13,907 shares of Energy Transfer Partners worth $275K as of Q3 2026.
Castleview Partners sold 274 Energy Transfer Partners shares in Q3 2026, an estimated $5.65K.
Energy Transfer Partners made up 0.12% of Castleview Partners's portfolio in Q3 2026, its #172 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.
354 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.