Charter Oak Advisors’s Energy Transfer Partners ET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-667,944	Closed	-$13.1M	–	15
2024 Q4	$13.1M	Buy	+667,944	New	+$13.1M	7.5%	6