Olistico Wealth’s Energy Transfer Partners ET Stock Holding History

Olistico Wealth’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	$1.11M	Hold	56,246	–	–	0.47%	47
2026 Q2	$1.08M	Hold	56,246	–	–	0.46%	49
2026 Q1	$1.09M	Hold	56,246	–	–	0.53%	47
2025 Q4	$927K	Sell	56,246 -1,440	-2%	-$24K	0.45%	45
2025 Q3	$990K	Hold	57,686	–	–	0.52%	41
2025 Q2	$1.05M	Buy	57,686 +1,563	+3%	+$27.3K	0.58%	39
2025 Q1	$1.04M	Hold	56,123	–	–	0.65%	33
2024 Q4	$1.1M	Buy	56,123 +123	+0.2%	+$2.18K	0.64%	34
2024 Q3	$899K	Hold	56,000	–	–	0.55%	36
2024 Q2	$908K	Hold	56,000	–	–	0.58%	34
2024 Q1	$881K	Hold	56,000	–	–	0.64%	35
2023 Q4	$773K	Hold	56,000	–	–	0.6%	38
2023 Q3	$786K	Hold	56,000	–	–	0.7%	39
2023 Q2	$711K	Hold	56,000	–	–	0.61%	41
2023 Q1	$698K	Hold	56,000	–	–	0.67%	40
2022 Q4	$665K	Buy	+56,000	New	+$672K	0.72%	39

Other funds holding ET

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

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

Olistico Wealth's ET Position: Q3 2026 in Review

Olistico Wealth held its Energy Transfer Partners (ET) position steady in Q3 2026 at 56,246 shares worth $1.11M. The position accounts for 0.47% of the portfolio, ranked #47.

Olistico Wealth first reported a position in ET in Q4 2022 and has held it in 16 quarters since. 397 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Olistico Wealth held 56,246 shares of Energy Transfer Partners worth $1.11M as of Q3 2026.
Olistico Wealth left its Energy Transfer Partners share count unchanged in Q3 2026.
Energy Transfer Partners made up 0.47% of Olistico Wealth's portfolio in Q3 2026, its #47 holding.
Olistico Wealth first reported a position in Energy Transfer Partners in Q4 2022 and has held it in 16 quarters since.
397 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.