CVA Family Office’s Energy Transfer Partners ET Stock Holding History

CVA Family Office’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	$2.83M	Buy	148,261 +1,015	+0.7%	+$19.7K	0.26%	63
2026 Q1	$2.84M	Buy	147,246 +141,811	+2,609%	+$2.6M	0.3%	59
2025 Q4	$89.6K	Sell	5,435 -95,918	-95%	-$1.6M	0.01%	439
2025 Q3	$1.74M	Buy	101,353 +1,353	+1%	+$23.7K	0.22%	72
2025 Q2	$1.81M	Buy	+100,000	New	+$1.74M	0.25%	67
2021 Q4	–	Sell	-5,000	Closed	-$27K	–	905
2021 Q3	$27K	Buy	+5,000	New	+$48K	0.02%	237
2020 Q4	–	Sell	-5,000	Closed	-$27K	–	361
2020 Q3	$27K	Buy	5,000 +3,000	+150%	+$19K	0.02%	237
2020 Q2	$14K	Sell	2,000 -8,000	-80%	-$59.3K	0.01%	240
2020 Q1	$46K	Buy	+10,000	New	+$107K	0.05%	149

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

CVA Family Office's ET Position: Q2 2026 in Review

CVA Family Office increased its Energy Transfer Partners (ET) stake by 0.69% in Q2 2026, buying an estimated $19.7K and bringing the position to 148,261 shares worth $2.83M. The position accounts for 0.26% of the portfolio, ranked #63.

CVA Family Office first reported a position in ET in Q1 2020 and has held it in 9 quarters since. The position peaked at $2.84M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

CVA Family Office held 148,261 shares of Energy Transfer Partners worth $2.83M as of Q2 2026.
CVA Family Office bought 1,015 Energy Transfer Partners shares in Q2 2026, an estimated $19.7K.
Energy Transfer Partners made up 0.26% of CVA Family Office's portfolio in Q2 2026, its #63 holding.
CVA Family Office first reported a position in Energy Transfer Partners in Q1 2020 and has held it in 9 quarters since.
CVA Family Office's Energy Transfer Partners position peaked at $2.84M in Q1 2026.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.