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 Q3	$545K	Buy	27,543 +15	+0.1%	+$309	0.13%	128
2026 Q2	$526K	Sell	27,528 -684	-2%	-$13.2K	0.14%	127
2026 Q1	$528K	Sell	28,212 -222	-0.8%	-$4.06K	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

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

LongView Wealth Management's ET Position: Q3 2026 in Review

LongView Wealth Management increased its Energy Transfer Partners (ET) stake by 0.05% in Q3 2026, buying an estimated $309 and bringing the position to 27,543 shares worth $545K. The position accounts for 0.13% of the portfolio, ranked #128.

LongView Wealth Management first reported a position in ET in Q4 2023 and has held it in 12 quarters since. The position peaked at $647K in Q4 2024. 434 funds tracked by Wall St. Rank hold ET as of Q3 2026.

LongView Wealth Management held 27,543 shares of Energy Transfer Partners worth $545K as of Q3 2026.
LongView Wealth Management bought 15 Energy Transfer Partners shares in Q3 2026, an estimated $309.
Energy Transfer Partners made up 0.13% of LongView Wealth Management's portfolio in Q3 2026, its #128 holding.
LongView Wealth Management first reported a position in Energy Transfer Partners in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's Energy Transfer Partners position peaked at $647K in Q4 2024.
434 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.