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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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

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

FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 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. 221 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.
221 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.