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

Lyell 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 Q1	$200K	Hold	10,350	–	–	0.01%	213
2025 Q4	$171K	Hold	10,350	–	–	0.01%	211
2025 Q3	$178K	Hold	10,350	–	–	0.01%	209
2025 Q2	$188K	Hold	10,350	–	–	0.01%	217
2025 Q1	$192K	Hold	10,350	–	–	0.02%	199
2024 Q4	$203K	Hold	10,350	–	–	0.02%	198
2024 Q3	$166K	Sell	10,350 -86	-0.8%	-$1.38K	0.02%	205
2024 Q2	$169K	Buy	10,436 +86	+0.8%	+$1.35K	0.02%	198
2024 Q1	$163K	Sell	10,350 -82	-0.8%	-$1.19K	0.02%	196
2023 Q4	$144K	Buy	+10,432	New	+$142K	0.02%	193
2019 Q4	–	Sell	-10,056	Closed	-$132K	–	131
2019 Q3	$132K	Hold	10,056	–	–	0.04%	120
2019 Q2	$142K	Hold	10,056	–	–	0.04%	120
2019 Q1	$155K	Sell	10,056 -974	-9%	-$14.5K	0.05%	116
2018 Q4	$146K	Buy	+11,030	New	+$168K	0.06%	106

Other funds holding ET

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Lyell Wealth Management's ET Position: Q1 2026 in Review

Lyell Wealth Management held its Energy Transfer Partners (ET) position steady in Q1 2026 at 10,350 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #213.

Lyell Wealth Management first reported a position in ET in Q4 2018 and has held it in 14 quarters since. The position peaked at $203K in Q4 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Lyell Wealth Management held 10,350 shares of Energy Transfer Partners worth $200K as of Q1 2026.
Lyell Wealth Management left its Energy Transfer Partners share count unchanged in Q1 2026.
Energy Transfer Partners made up 0.01% of Lyell Wealth Management's portfolio in Q1 2026, its #213 holding.
Lyell Wealth Management first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 14 quarters since.
Lyell Wealth Management's Energy Transfer Partners position peaked at $203K in Q4 2024.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.