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Oak Harvest Investment Services’s Energy Transfer Partners ET Stock Holding History

Oak Harvest Investment Services’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 		$870K Sell
45,503
-1,685
-4% -$32.6K 0.08% 109
2026
Q1 		$911K Buy
47,188
+1,428
+3% +$26.1K 0.1% 114
2025
Q4 		$755K Buy
45,760
+3
+0% +$50 0.08% 120
2025
Q3 		$785K Buy
45,757
+3,077
+7% +$53.9K 0.09% 117
2025
Q2 		$774K Buy
42,680
+2
+0% +$35 0.1% 117
2025
Q1 		$793K Buy
42,678
+2
+0% +$39 0.11% 101
2024
Q4 		$836K Buy
42,676
+3
+0% +$53 0.12% 105
2024
Q3 		$685K Buy
42,673
+2
+0% +$32 0.1% 102
2024
Q2 		$692K Buy
42,671
+396
+0.9% +$6.22K 0.11% 94
2024
Q1 		$665K Buy
42,275
+3
+0% +$44 0.11% 96
2023
Q4 		$583K Sell
42,272
-217
-0.5% -$2.95K 0.12% 92
2023
Q3 		$596K Buy
42,489
+343
+0.8% +$4.55K 0.13% 86
2023
Q2 		$535K Buy
42,146
+544
+1% +$6.89K 0.12% 81
2023
Q1 		$519K Buy
41,602
+92
+0.2% +$1.16K 0.12% 84
2022
Q4 		$493K Buy
41,510
+605
+1% +$7.26K 0.13% 71
2022
Q3 		$451K Buy
40,905
+126
+0.3% +$1.4K 0.12% 69
2022
Q2 		$407K Buy
40,779
+384
+1% +$4.3K 0.11% 69
2022
Q1 		$452K Buy
40,395
+840
+2% +$8.33K 0.11% 64
2021
Q4 		$326K Sell
39,555
-382
-1% -$3.47K 0.08% 73
2021
Q3 		$383K Buy
39,937
+421
+1% +$4.04K 0.11% 64
2021
Q2 		$420K Buy
39,516
+1,562
+4% +$15K 0.14% 64
2021
Q1 		$291K Buy
37,954
+532
+1% +$3.88K 0.11% 67
2020
Q4 		$231K Buy
+37,422
New +$226K 0.1% 66

Other funds holding ET

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return

Oak Harvest Investment Services's ET Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its Energy Transfer Partners (ET) stake by 3.6% in Q2 2026, selling an estimated $32.6K and leaving 45,503 shares worth $870K. The position accounts for 0.08% of the portfolio, ranked #109.

Oak Harvest Investment Services first reported a position in ET in Q4 2020 and has held it in 23 quarters since. The position peaked at $911K in Q1 2026. 450 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Oak Harvest Investment Services held 45,503 shares of Energy Transfer Partners worth $870K as of Q2 2026.
  • Oak Harvest Investment Services sold 1,685 Energy Transfer Partners shares in Q2 2026, an estimated $32.6K.
  • Energy Transfer Partners made up 0.08% of Oak Harvest Investment Services's portfolio in Q2 2026, its #109 holding.
  • Oak Harvest Investment Services first reported a position in Energy Transfer Partners in Q4 2020 and has held it in 23 quarters since.
  • Oak Harvest Investment Services's Energy Transfer Partners position peaked at $911K in Q1 2026.
  • 450 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.