Patient Capital Management’s Energy Transfer Partners ET Stock Holding History

Patient Capital Management’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	$116M	Sell	6,080,678 -7,525	-0.1%	-$146K	3.81%	10
2026 Q1	$118M	Buy	6,088,203 +815,328	+15%	+$14.9M	4.3%	8
2025 Q4	$86.9M	Buy	5,272,875 +384,737	+8%	+$6.4M	3.36%	13
2025 Q3	$83.9M	Buy	4,888,138 +811,782	+20%	+$14.2M	3.36%	13
2025 Q2	$73.9M	Sell	4,076,356 -807,407	-17%	-$14.1M	3.34%	10
2025 Q1	$90.8M	Sell	4,883,763 -208,119	-4%	-$4.05M	4.67%	6
2024 Q4	$99.7M	Sell	5,091,882 -204,948	-4%	-$3.63M	4.6%	5
2024 Q3	$85M	Sell	5,296,830 -63,827	-1%	-$1.03M	4.17%	7
2024 Q2	$86.9M	Sell	5,360,657 -317,572	-6%	-$4.99M	4.62%	5
2024 Q1	$89.3M	Buy	5,678,229 +67,312	+1%	+$980K	4.35%	7
2023 Q4	$77.4M	Sell	5,610,917 -4,986	-0.1%	-$67.8K	4.1%	6
2023 Q3	$78.8M	Sell	5,615,903 -28,596	-0.5%	-$379K	4.62%	5
2023 Q2	$71.7M	Buy	5,644,499 +4,904,699	+663%	+$62.2M	3.99%	6
2023 Q1	$9.23M	Hold	739,800	–	–	4.11%	3
2022 Q4	$8.78M	Sell	739,800 -21,600	-3%	-$259K	4.26%	4
2022 Q3	$8.4M	Hold	761,400	–	–	4.19%	5
2022 Q2	$7.6M	Buy	761,400 +152,000	+25%	+$1.7M	3.37%	12
2022 Q1	$6.82M	Sell	609,400 -87,600	-13%	-$869K	2.31%	19
2021 Q4	$5.74M	Buy	+697,000	New	+$6.33M	1.65%	28

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Patient Capital Management's ET Position: Q2 2026 in Review

Patient Capital Management reduced its Energy Transfer Partners (ET) stake by 0.12% in Q2 2026, selling an estimated $146K and leaving 6,080,678 shares worth $116M. The position accounts for 3.81% of the portfolio, ranked #10.

Patient Capital Management first reported a position in ET in Q4 2021 and has held it in 19 quarters since. The position peaked at $118M in Q1 2026. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Patient Capital Management held 6,080,678 shares of Energy Transfer Partners worth $116M as of Q2 2026.
Patient Capital Management sold 7,525 Energy Transfer Partners shares in Q2 2026, an estimated $146K.
Energy Transfer Partners made up 3.81% of Patient Capital Management's portfolio in Q2 2026, its #10 holding.
Patient Capital Management first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 19 quarters since.
Patient Capital Management's Energy Transfer Partners position peaked at $118M in Q1 2026.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Patient Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.