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Summit X LLC’s Energy Transfer Partners ET Stock Holding History

Summit X LLC’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
-10,196
Closed -$185K – 78
2025
Q2 		$185K Hold
10,196
– – 0.03% 250
2025
Q1 		$190K Hold
10,196
– – 0.04% 231
2024
Q4 		$200K Hold
10,196
– – 0.04% 215
2024
Q3 		$165K Buy
+10,196
New +$164K 0.04% 207

Other funds holding ET

AA
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit X LLC's ET Position: Q3 2025 in Review

Summit X LLC sold out of Energy Transfer Partners (ET) in Q3 2025, closing a stake of 10,196 shares — an estimated $185K sold.

Summit X LLC first reported a position in ET in Q3 2024 and held it in 4 quarters. The position peaked at $200K in Q4 2024. 1,224 funds tracked by Wall St. Rank hold ET as of Q3 2025.

  • Summit X LLC reported no remaining Energy Transfer Partners position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 10,196 Energy Transfer Partners shares in Q3 2025, an estimated $185K.
  • Summit X LLC first reported a position in Energy Transfer Partners in Q3 2024 and held it in 4 quarters.
  • Summit X LLC's Energy Transfer Partners position peaked at $200K in Q4 2024.
  • 1,224 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.