Kercheville Advisors’s Energy Transfer Partners ET Stock Holding History

Kercheville 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 Q1	$1.51M	Buy	77,990 +13,573	+21%	+$249K	0.48%	41
2025 Q4	$1.17M	Sell	64,417 -57,021	-47%	-$949K	0.31%	57
2025 Q3	$2.08M	Sell	121,438 -1,780	-1%	-$31.2K	0.63%	34
2025 Q2	$2.23M	Sell	123,218 -36,632	-23%	-$639K	0.77%	31
2025 Q1	$2.97M	Buy	159,850 +22,700	+17%	+$442K	1.21%	23
2024 Q4	$2.69M	Buy	137,150 +15,250	+13%	+$270K	1.04%	24
2024 Q3	$1.96M	Sell	121,900 -10,000	-8%	-$161K	0.83%	26
2024 Q2	$2.14M	Buy	131,900 +17,000	+15%	+$267K	0.93%	27
2024 Q1	$1.81M	Buy	114,900 +26,400	+30%	+$385K	0.85%	30
2023 Q4	$1.22M	Sell	88,500 -43,500	-33%	-$591K	0.69%	34
2023 Q3	$1.85M	Buy	132,000 +2,000	+2%	+$26.5K	1.18%	26
2023 Q2	$1.65M	Hold	130,000	–	–	1%	29
2023 Q1	$1.62M	Buy	130,000 +59,600	+85%	+$753K	1.11%	26
2022 Q4	$836K	Buy	70,400 +11,400	+19%	+$137K	0.58%	38
2022 Q3	$651K	Buy	59,000 +10,000	+20%	+$111K	0.67%	36
2022 Q2	$489K	Buy	49,000 +15,000	+44%	+$168K	0.32%	51
2022 Q1	$380K	Buy	+34,000	New	+$337K	0.18%	74

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Kercheville Advisors's ET Position: Q1 2026 in Review

Kercheville Advisors increased its Energy Transfer Partners (ET) stake by 21% in Q1 2026, buying an estimated $249K and bringing the position to 77,990 shares worth $1.51M. The position accounts for 0.48% of the portfolio, ranked #41.

Kercheville Advisors first reported a position in ET in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.97M in Q1 2025. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Kercheville Advisors held 77,990 shares of Energy Transfer Partners worth $1.51M as of Q1 2026.
Kercheville Advisors bought 13,573 Energy Transfer Partners shares in Q1 2026, an estimated $249K.
Energy Transfer Partners made up 0.48% of Kercheville Advisors's portfolio in Q1 2026, its #41 holding.
Kercheville Advisors first reported a position in Energy Transfer Partners in Q1 2022 and has held it in 17 quarters since.
Kercheville Advisors's Energy Transfer Partners position peaked at $2.97M in Q1 2025.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.