Grey Fox Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Grey Fox Wealth Advisors’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	$352K	Sell	18,422 -6	-0%	-$116	0.06%	123
2026 Q1	$356K	Buy	18,428 +120	+0.7%	+$2.2K	0.07%	106
2025 Q4	$302K	Buy	+18,308	New	+$305K	0.06%	108
2025 Q3	–	Sell	-18,050	Closed	-$327K	–	657
2025 Q2	$327K	Sell	18,050 -367	-2%	-$6.4K	0.08%	101
2025 Q1	$342K	Buy	18,417 +110	+0.6%	+$2.14K	0.09%	96
2024 Q4	$359K	Buy	18,307 +122	+0.7%	+$2.16K	0.1%	97
2024 Q3	$292K	Buy	18,185 +129	+0.7%	+$2.08K	0.08%	103
2024 Q2	$293K	Buy	18,056 +128	+0.7%	+$2.01K	0.1%	103
2024 Q1	$282K	Buy	17,928 +136	+0.8%	+$1.98K	0.11%	107
2023 Q4	$246K	Buy	17,792 +141	+0.8%	+$1.92K	0.11%	95
2023 Q3	$248K	Buy	17,651 +145	+0.8%	+$1.92K	0.12%	94
2023 Q2	$222K	Buy	17,506 +409	+2%	+$5.18K	0.11%	95
2023 Q1	$213K	Hold	17,097	–	–	0.13%	90
2022 Q4	$203K	Buy	+17,097	New	+$205K	0.13%	91

Other funds holding ET

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Grey Fox Wealth Advisors's ET Position: Q2 2026 in Review

Grey Fox Wealth Advisors reduced its Energy Transfer Partners (ET) stake by 0.03% in Q2 2026, selling an estimated $116 and leaving 18,422 shares worth $352K. The position accounts for 0.06% of the portfolio, ranked #123.

Grey Fox Wealth Advisors first reported a position in ET in Q4 2022 and has held it in 14 quarters since. The position peaked at $359K in Q4 2024. 356 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Grey Fox Wealth Advisors held 18,422 shares of Energy Transfer Partners worth $352K as of Q2 2026.
Grey Fox Wealth Advisors sold 6 Energy Transfer Partners shares in Q2 2026, an estimated $116.
Energy Transfer Partners made up 0.06% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #123 holding.
Grey Fox Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2022 and has held it in 14 quarters since.
Grey Fox Wealth Advisors's Energy Transfer Partners position peaked at $359K in Q4 2024.
356 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.