CX Institutional’s Energy Transfer Partners ET Stock Holding History

CX Institutional’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	$257K	Buy	13,015 +6,303	+94%	+$130K	0.01%	679
2026 Q2	$128K	Sell	6,712 -996	-13%	-$19.3K	﹤0.01%	820
2026 Q1	$149K	Sell	7,708 -537	-7%	-$9.83K	﹤0.01%	786
2025 Q4	$136K	Buy	8,245 +5,464	+196%	+$91K	﹤0.01%	797
2025 Q3	$48K	Hold	2,781	–	–	﹤0.01%	943
2025 Q2	$50K	Buy	2,781 +100	+4%	+$1.75K	﹤0.01%	854
2025 Q1	$50K	Buy	+2,681	New	+$52.2K	﹤0.01%	833
2022 Q3	–	Sell	-1,920	Closed	-$19K	–	676
2022 Q2	$19K	Buy	+1,920	New	+$21.5K	﹤0.01%	851
2021 Q4	–	Sell	-2,420	Closed	-$23K	–	512
2021 Q3	$23K	Hold	2,420	–	–	﹤0.01%	716
2021 Q2	$26K	Buy	+2,420	New	+$23.2K	﹤0.01%	687
2019 Q3	–	Sell	-81	Closed	-$1K	–	836
2019 Q2	$1K	Buy	+81	New	+$1.2K	﹤0.01%	840
2019 Q1	–	Sell	-81	Closed	-$1K	–	790
2018 Q4	$1K	Buy	+81	New	+$1.23K	﹤0.01%	489

Other funds holding ET

CCM

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

Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return

CX Institutional's ET Position: Q3 2026 in Review

CX Institutional increased its Energy Transfer Partners (ET) stake by 94% in Q3 2026, buying an estimated $130K and bringing the position to 13,015 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #679.

CX Institutional first reported a position in ET in Q4 2018 and has held it in 12 quarters since. 60 funds tracked by Wall St. Rank hold ET as of Q3 2026.

CX Institutional held 13,015 shares of Energy Transfer Partners worth $257K as of Q3 2026.
CX Institutional bought 6,303 Energy Transfer Partners shares in Q3 2026, an estimated $130K.
Energy Transfer Partners made up 0.01% of CX Institutional's portfolio in Q3 2026, its #679 holding.
CX Institutional first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 12 quarters since.
60 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.