OFG
ET icon

Oxford Financial Group’s Energy Transfer Partners ET Stock Holding History

Oxford Financial 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
Q3 		– Sell
-10,667
Closed -$193K – 282
2025
Q2 		$193K Hold
10,667
– – 0.01% 211
2025
Q1 		$198K Sell
10,667
-6,935
-39% -$135K 0.01% 210
2024
Q4 		$345K Sell
17,602
-5,014
-22% -$88.8K 0.02% 192
2024
Q3 		$363K Buy
22,616
+100
+0.4% +$1.61K 0.02% 180
2024
Q2 		$365K Buy
+22,516
New +$354K 0.02% 186
2023
Q4 		– Sell
-15,599
Closed -$219K – 303
2023
Q3 		$219K Hold
15,599
– – 0.02% 204
2023
Q2 		$198K Hold
15,599
– – 0.02% 228
2023
Q1 		$195K Sell
15,599
-45,000
-74% -$569K 0.02% 191
2022
Q4 		$719K Hold
60,599
– – 0.08% 82
2022
Q3 		$668K Hold
60,599
– – 0.1% 80
2022
Q2 		$605K Sell
60,599
-140,025
-70% -$1.57M 0.09% 94
2022
Q1 		$2.25M Buy
200,624
+32,618
+19% +$323K 0.28% 37
2021
Q4 		$1.38M Buy
168,006
+2,498
+2% +$22.7K 0.16% 61
2021
Q3 		$1.59M Buy
165,508
+2,389
+1% +$22.9K 0.2% 47
2021
Q2 		$1.73M Buy
163,119
+2,198
+1% +$21.1K 0.23% 45
2021
Q1 		$1.24M Buy
160,921
+3,118
+2% +$22.8K 0.17% 52
2020
Q4 		$975K Buy
157,803
+3,828
+2% +$23.2K 0.14% 66
2020
Q3 		$835K Sell
153,975
-120,730
-44% -$766K 0.13% 69
2020
Q2 		$1.96M Buy
274,705
+261,788
+2,027% +$1.94M 0.33% 32
2020
Q1 		$59K Buy
+12,917
New +$138K 0.01% 172

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oxford Financial Group's ET Position: Q3 2025 in Review

Oxford Financial Group sold out of Energy Transfer Partners (ET) in Q3 2025, closing a stake of 10,667 shares — an estimated $193K sold.

Oxford Financial Group first reported a position in ET in Q1 2020 and held it in 20 quarters. The position peaked at $2.25M in Q1 2022. 1,222 funds tracked by Wall St. Rank hold ET as of Q3 2025.

  • Oxford Financial Group reported no remaining Energy Transfer Partners position as of Q3 2025 after selling out during the quarter.
  • Oxford Financial Group sold 10,667 Energy Transfer Partners shares in Q3 2025, an estimated $193K.
  • Oxford Financial Group first reported a position in Energy Transfer Partners in Q1 2020 and held it in 20 quarters.
  • Oxford Financial Group's Energy Transfer Partners position peaked at $2.25M in Q1 2022.
  • 1,222 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.

Based on Oxford Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.