Meriwether Wealth & Planning’s Energy Transfer Partners ET Stock Holding History

Meriwether Wealth & Planning’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	$1.1M	Buy	55,791 +4,780	+9%	+$98.6K	0.5%	32
2026 Q2	$975K	Buy	51,011 +625	+1%	+$12.1K	0.48%	39
2026 Q1	$972K	Sell	50,386 -1,000	-2%	-$18.3K	0.53%	35
2025 Q4	$847K	Buy	51,386 +3,320	+7%	+$55.3K	0.48%	43
2025 Q3	$825K	Buy	48,066 +1,982	+4%	+$34.7K	0.48%	41
2025 Q2	$836K	Buy	46,084 +1,618	+4%	+$28.2K	0.52%	39
2025 Q1	$827K	Buy	44,466 +300	+0.7%	+$5.84K	0.54%	44
2024 Q4	$865K	Buy	+44,166	New	+$782K	0.62%	36

Other funds holding ET

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

Meriwether Wealth & Planning's ET Position: Q3 2026 in Review

Meriwether Wealth & Planning increased its Energy Transfer Partners (ET) stake by 9.4% in Q3 2026, buying an estimated $98.6K and bringing the position to 55,791 shares worth $1.1M. The position accounts for 0.5% of the portfolio, ranked #32.

Meriwether Wealth & Planning first reported a position in ET in Q4 2024 and has held it in 8 quarters since. 297 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Meriwether Wealth & Planning held 55,791 shares of Energy Transfer Partners worth $1.1M as of Q3 2026.
Meriwether Wealth & Planning bought 4,780 Energy Transfer Partners shares in Q3 2026, an estimated $98.6K.
Energy Transfer Partners made up 0.5% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #32 holding.
Meriwether Wealth & Planning first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 8 quarters since.
297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.