LongView Wealth Management’s Energy Transfer Partners ET Stock Holding History

LongView Wealth Management’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	$526K	Sell	27,528 -684	-2%	-$13.2K	0.14%	127
2026 Q1	$528K	Sell	28,212 -222	-0.8%	-$4.07K	0.13%	134
2025 Q4	$488K	Sell	28,434 -1,190	-4%	-$19.8K	0.12%	146
2025 Q3	$508K	Sell	29,624 -2,916	-9%	-$51.1K	0.14%	127
2025 Q2	$590K	Sell	32,540 -262	-0.8%	-$4.57K	0.18%	107
2025 Q1	$610K	Sell	32,802 -249	-0.8%	-$4.85K	0.18%	102
2024 Q4	$647K	Sell	33,051 -60	-0.2%	-$1.06K	0.2%	96
2024 Q3	$531K	Hold	33,111	–	–	0.17%	105
2024 Q2	$537K	Buy	33,111 +469	+1%	+$7.37K	0.2%	94
2024 Q1	$513K	Sell	32,642 -1,118	-3%	-$16.3K	0.2%	96
2023 Q4	$473K	Buy	+33,760	New	+$459K	0.21%	97

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

LongView Wealth Management's ET Position: Q2 2026 in Review

LongView Wealth Management reduced its Energy Transfer Partners (ET) stake by 2.4% in Q2 2026, selling an estimated $13.2K and leaving 27,528 shares worth $526K. The position accounts for 0.14% of the portfolio, ranked #127.

LongView Wealth Management first reported a position in ET in Q4 2023 and has held it in 11 quarters since. The position peaked at $647K in Q4 2024. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

LongView Wealth Management held 27,528 shares of Energy Transfer Partners worth $526K as of Q2 2026.
LongView Wealth Management sold 684 Energy Transfer Partners shares in Q2 2026, an estimated $13.2K.
Energy Transfer Partners made up 0.14% of LongView Wealth Management's portfolio in Q2 2026, its #127 holding.
LongView Wealth Management first reported a position in Energy Transfer Partners in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Energy Transfer Partners position peaked at $647K in Q4 2024.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.