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 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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 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

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Olistico Wealth's ET Position: Q2 2026 in Review

Olistico Wealth held its Energy Transfer Partners (ET) position steady in Q2 2026 at 56,246 shares worth $1.08M. The position accounts for 0.46% of the portfolio, ranked #49.

Olistico Wealth first reported a position in ET in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.1M in Q4 2024. 221 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Olistico Wealth held 56,246 shares of Energy Transfer Partners worth $1.08M as of Q2 2026.
Olistico Wealth left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up 0.46% of Olistico Wealth's portfolio in Q2 2026, its #49 holding.
Olistico Wealth first reported a position in Energy Transfer Partners in Q4 2022 and has held it in 15 quarters since.
Olistico Wealth's Energy Transfer Partners position peaked at $1.1M in Q4 2024.
221 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.