Chapin Davis’s Energy Transfer Partners ET Stock Holding History

Chapin Davis’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	$1.99M	Buy	103,905 +2,850	+3%	+$55.2K	0.35%	57
2026 Q1	$1.95M	Sell	101,055 -11,612	-10%	-$213K	0.43%	51
2025 Q4	$1.86M	Buy	112,667 +9,514	+9%	+$158K	0.44%	52
2025 Q3	$1.77M	Buy	103,153 +5,114	+5%	+$89.6K	0.43%	50
2025 Q2	$1.78M	Buy	98,039 +928	+1%	+$16.2K	0.49%	48
2025 Q1	$1.81M	Sell	97,111 -10,352	-10%	-$202K	0.62%	37
2024 Q4	$1.72M	Hold	107,463	–	–	0.56%	39
2024 Q3	$1.72M	Buy	107,463 +26	+0%	+$418	0.56%	40
2024 Q2	$1.74M	Buy	107,437 +26	+0%	+$409	0.6%	38
2024 Q1	$1.69M	Sell	107,411 -1,417	-1%	-$20.6K	0.62%	34
2023 Q4	$1.5M	Sell	108,828 -10,121	-9%	-$138K	0.63%	36
2023 Q3	$1.67M	Buy	118,949 +11,625	+11%	+$154K	0.8%	27
2023 Q2	$1.36M	Buy	107,324 +829	+0.8%	+$10.5K	0.65%	35
2023 Q1	$1.33M	Buy	106,495 +13,894	+15%	+$176K	0.69%	34
2022 Q4	$1.1M	Buy	+92,601	New	+$1.11M	0.64%	40

Other funds holding ET

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

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

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

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

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

Wealth Enhancement Advisory Services

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