Chevy Chase Trust’s Energy Transfer Partners ET Stock Holding History

Chevy Chase Trust’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	$995K	Sell	52,041 -500	-1%	-$9.68K	﹤0.01%	585
2026 Q1	$1.01M	Buy	52,541 +1,640	+3%	+$30K	﹤0.01%	576
2025 Q4	$839K	Sell	50,901 -500	-1%	-$8.32K	﹤0.01%	584
2025 Q3	$882K	Hold	51,401	–	–	﹤0.01%	578
2025 Q2	$932K	Sell	51,401 -25	-0%	-$436	﹤0.01%	574
2025 Q1	$956K	Sell	51,426 -643	-1%	-$12.5K	﹤0.01%	573
2024 Q4	$1.02M	Sell	52,069 -97	-0.2%	-$1.72K	﹤0.01%	573
2024 Q3	$837K	Buy	52,166 +1,486	+3%	+$23.9K	﹤0.01%	569
2024 Q2	$822K	Sell	50,680 -87	-0.2%	-$1.37K	﹤0.01%	561
2024 Q1	$799K	Sell	50,767 -1,081	-2%	-$15.7K	﹤0.01%	563
2023 Q4	$716K	Sell	51,848 -444	-0.8%	-$6.03K	﹤0.01%	573
2023 Q3	$734K	Sell	52,292 -112	-0.2%	-$1.49K	﹤0.01%	561
2023 Q2	$666K	Sell	52,404 -3,097	-6%	-$39.2K	﹤0.01%	569
2023 Q1	$692K	Sell	55,501 -1,068	-2%	-$13.5K	﹤0.01%	573
2022 Q4	$671K	Sell	56,569 -1,334	-2%	-$16K	﹤0.01%	594
2022 Q3	$639K	Sell	57,903 -1,151	-2%	-$12.8K	﹤0.01%	576
2022 Q2	$589K	Sell	59,054 -5,463	-8%	-$61.2K	﹤0.01%	581
2022 Q1	$722K	Buy	64,517 +514	+0.8%	+$5.1K	﹤0.01%	581
2021 Q4	$527K	Buy	64,003 +5,000	+8%	+$45.4K	﹤0.01%	616
2021 Q3	$565K	Sell	59,003 -6,430	-10%	-$61.7K	﹤0.01%	596
2021 Q2	$696K	Sell	65,433 -3,371	-5%	-$32.3K	﹤0.01%	592
2021 Q1	$529K	Buy	68,804 +55	+0.1%	+$402	﹤0.01%	599
2020 Q4	$425K	Buy	68,749 +8,445	+14%	+$51.1K	﹤0.01%	604
2020 Q3	$327K	Sell	60,304 -1,900	-3%	-$12.1K	﹤0.01%	602
2020 Q2	$443K	Hold	62,204	–	–	﹤0.01%	592
2020 Q1	$286K	Hold	62,204	–	–	﹤0.01%	600
2019 Q4	$798K	Sell	62,204 -960	-2%	-$11.8K	﹤0.01%	590
2019 Q3	$826K	Buy	63,164 +260	+0.4%	+$3.63K	﹤0.01%	572
2019 Q2	$886K	Hold	62,904	–	–	﹤0.01%	572
2019 Q1	$951K	Hold	62,904	–	–	﹤0.01%	574
2018 Q4	$831K	Buy	62,904 +2,688	+4%	+$40.8K	﹤0.01%	579
2018 Q3	$1.05M	Hold	60,216	–	–	﹤0.01%	568
2018 Q2	$1.04M	Sell	60,216 -725	-1%	-$11.9K	﹤0.01%	570
2018 Q1	$866K	Sell	60,941 -183	-0.3%	-$3.04K	﹤0.01%	570
2017 Q4	$1.05M	Hold	61,124	–	–	﹤0.01%	568
2017 Q3	$1.06M	Sell	61,124 -525	-0.9%	-$9.19K	﹤0.01%	567
2017 Q2	$1.11M	Sell	61,649 -2,850	-4%	-$50.7K	0.01%	557
2017 Q1	$1.27M	Buy	64,499 +183	+0.3%	+$3.45K	0.01%	551
2016 Q4	$1.24M	Hold	64,316	–	–	0.01%	550
2016 Q3	$1.08M	Sell	64,316 -400	-0.6%	-$6.75K	0.01%	551
2016 Q2	$930K	Sell	64,716 -400	-0.6%	-$4.77K	0.01%	551
2016 Q1	$464K	Hold	65,116	–	–	﹤0.01%	581
2015 Q4	$895K	Hold	65,116	–	–	0.01%	558
2015 Q3	$1.35M	Hold	65,116	–	–	0.01%	547
2015 Q2	$2.09M	Sell	65,116 -400	-0.6%	-$13.4K	0.01%	541
2015 Q1	$2.08M	Sell	65,516 -3,000	-4%	-$88.9K	0.01%	546
2014 Q4	$1.97M	Sell	68,516 -3,000	-4%	-$86.4K	0.01%	551
2014 Q3	$2.21M	Sell	71,516 -250	-0.3%	-$7.34K	0.01%	549
2014 Q2	$2.12M	Sell	71,766 -200	-0.3%	-$5.06K	0.01%	546
2014 Q1	$1.68M	Sell	71,966 -150	-0.2%	-$3.24K	0.01%	550
2013 Q4	$1.47M	Sell	72,116 -80	-0.1%	-$1.44K	0.01%	548
2013 Q3	$1.19M	Hold	72,196	–	–	0.01%	563
2013 Q2	$1.08M	Buy	+72,196	New	+$1.05M	0.01%	562

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Chevy Chase Trust's ET Position: Q2 2026 in Review

Chevy Chase Trust reduced its Energy Transfer Partners (ET) stake by 0.95% in Q2 2026, selling an estimated $9.68K and leaving 52,041 shares worth $995K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Chevy Chase Trust first reported a position in ET in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.21M in Q3 2014. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Chevy Chase Trust held 52,041 shares of Energy Transfer Partners worth $995K as of Q2 2026.
Chevy Chase Trust sold 500 Energy Transfer Partners shares in Q2 2026, an estimated $9.68K.
Energy Transfer Partners made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #585 holding.
Chevy Chase Trust first reported a position in Energy Transfer Partners in Q2 2013 and has held it in 53 quarters since.
Chevy Chase Trust's Energy Transfer Partners position peaked at $2.21M in Q3 2014.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.