Oliver Lagore Vanvalin Investment Group’s Energy Transfer Partners ET Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$93.3K	Buy	+5,022	New	+$87.6K	0.04%	188
2024 Q4	$157K	Buy	8,017 +5	+0.1%	+$89	0.04%	133
2024 Q3	$129K	Sell	8,012 -1,209	-13%	-$19.5K	0.03%	153
2024 Q2	$150K	Buy	9,221 +3,219	+54%	+$50.6K	0.04%	139
2024 Q1	$94.4K	Buy	6,002 +205	+4%	+$2.99K	0.03%	177
2023 Q4	$80K	Buy	5,797 +52	+0.9%	+$707	0.03%	170
2023 Q3	$80.6K	Sell	5,745 -5	-0.1%	-$66	0.03%	189
2023 Q2	$73K	Hold	5,750	–	–	0.03%	210
2023 Q1	$71.7K	Hold	5,750	–	–	0.03%	165
2022 Q4	$68.3K	Hold	5,750	–	–	0.04%	156
2022 Q3	$63K	Hold	5,750	–	–	0.04%	151
2022 Q2	$57K	Hold	5,750	–	–	0.03%	167
2022 Q1	$64K	Buy	+5,750	New	+$57K	0.04%	162

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

Oliver Lagore Vanvalin Investment Group's ET Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Energy Transfer Partners (ET) in Q2 2025: 5,022 shares worth $93.3K. The stake represents 0.04% of the portfolio and ranks #188 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in ET as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in ET in Q1 2022 and has held it in 13 quarters since. The position peaked at $157K in Q4 2024. 1,231 funds tracked by Wall St. Rank hold ET as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 5,022 shares of Energy Transfer Partners worth $93.3K as of Q2 2025.
Energy Transfer Partners was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Energy Transfer Partners made up 0.04% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #188 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Energy Transfer Partners in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Energy Transfer Partners position peaked at $157K in Q4 2024.
1,231 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.