Consilium Wealth Advisory’s Energy Transfer Partners ET Stock Holding History

Consilium Wealth Advisory’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	$316K	Hold	16,000	–	–	0.09%	88
2026 Q2	$306K	Hold	16,000	–	–	0.09%	92
2026 Q1	$309K	Hold	16,000	–	–	0.11%	87
2025 Q4	$264K	Hold	16,000	–	–	0.1%	86
2025 Q3	$275K	Hold	16,000	–	–	0.11%	84
2025 Q2	$290K	Hold	16,000	–	–	0.12%	83
2025 Q1	$297K	Hold	16,000	–	–	0.15%	75
2024 Q4	$313K	Hold	16,000	–	–	0.15%	75
2024 Q3	$257K	Hold	16,000	–	–	0.14%	75
2024 Q2	$260K	Hold	16,000	–	–	0.14%	78
2024 Q1	$252K	Hold	16,000	–	–	0.14%	78
2023 Q4	$221K	Hold	16,000	–	–	0.13%	82
2023 Q3	$224K	Hold	16,000	–	–	0.16%	79
2023 Q2	$203K	Hold	16,000	–	–	0.14%	80
2023 Q1	$200K	Hold	16,000	–	–	0.17%	75
2022 Q4	$190K	Hold	16,000	–	–	0.16%	75
2022 Q3	$176K	Hold	16,000	–	–	0.2%	67
2022 Q2	$160K	Hold	16,000	–	–	0.17%	71
2022 Q1	$179K	Hold	16,000	–	–	0.13%	83
2021 Q4	$132K	Buy	+16,000	New	+$145K	0.09%	87

Other funds holding ET

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

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 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

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Consilium Wealth Advisory's ET Position: Q3 2026 in Review

Consilium Wealth Advisory held its Energy Transfer Partners (ET) position steady in Q3 2026 at 16,000 shares worth $316K. The position accounts for 0.09% of the portfolio, ranked #88.

Consilium Wealth Advisory first reported a position in ET in Q4 2021 and has held it in 20 quarters since. 581 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Consilium Wealth Advisory held 16,000 shares of Energy Transfer Partners worth $316K as of Q3 2026.
Consilium Wealth Advisory left its Energy Transfer Partners share count unchanged in Q3 2026.
Energy Transfer Partners made up 0.09% of Consilium Wealth Advisory's portfolio in Q3 2026, its #88 holding.
Consilium Wealth Advisory first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 20 quarters since.
581 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.