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

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

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. 1,297 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.
1,297 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.