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SVB Wealth’s Energy Transfer Partners ET Stock Holding History

SVB 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
2025
Q2 		– Sell
-9,417
Closed -$175K – 880
2025
Q1 		$175K Sell
9,417
-13,957
-60% -$272K 0.01% 328
2024
Q4 		$458K Buy
+23,374
New +$414K 0.01% 439
2024
Q3 		– Sell
-27,917
Closed -$453K – 201
2024
Q2 		$453K Sell
27,917
-3,752
-12% -$59K 0.01% 438
2024
Q1 		$498K Buy
31,669
+9,072
+40% +$132K 0.01% 476
2023
Q4 		$312K Buy
22,597
+4,306
+24% +$58.5K 0.01% 616
2023
Q3 		$257K Buy
+18,291
New +$243K 0.01% 669
2021
Q1 		– Sell
-5,206,456
Closed -$32.2M – 940
2020
Q4 		$32.2M Buy
5,206,456
+2,000
+0% +$12.1K 0.47% 31
2020
Q3 		$28.2M Buy
+5,204,456
New +$33M 0.47% 33
2020
Q1 		– Sell
-2,505,162
Closed -$32.1M – 629
2019
Q4 		$32.1M Buy
2,505,162
+1,002,780
+67% +$12.4M 0.59% 31
2019
Q3 		$19.7M Sell
1,502,382
-700,000
-32% -$9.76M 0.39% 51
2019
Q2 		$31M Buy
2,202,382
+625
+0% +$9.25K 1.04% 20
2019
Q1 		$33.8M Buy
2,201,757
+2,191,304
+20,963% +$32.6M 1.34% 18
2018
Q4 		$138K Buy
+10,453
New +$159K 0.01% 386
2016
Q1 		– Sell
-43,360
Closed -$595K – 524
2015
Q4 		$595K Buy
43,360
+8,860
+26% +$166K 0.02% 345
2015
Q3 		$718K Buy
34,500
+25,750
+294% +$727K 0.03% 347
2015
Q2 		$280K Sell
8,750
-1,800
-17% -$60.3K 0.01% 493
2015
Q1 		$334K Sell
10,550
-3,040
-22% -$90.1K 0.01% 462
2014
Q4 		$390K Buy
+13,590
New +$391K 0.01% 439

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Fidelity Investments
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVB Wealth's ET Position: Q2 2025 in Review

SVB Wealth sold out of Energy Transfer Partners (ET) in Q2 2025, closing a stake of 9,417 shares — an estimated $175K sold.

SVB Wealth first reported a position in ET in Q4 2014 and held it in 18 quarters. The position peaked at $33.8M in Q1 2019. 1,231 funds tracked by Wall St. Rank hold ET as of Q2 2025.

  • SVB Wealth reported no remaining Energy Transfer Partners position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 9,417 Energy Transfer Partners shares in Q2 2025, an estimated $175K.
  • SVB Wealth first reported a position in Energy Transfer Partners in Q4 2014 and held it in 18 quarters.
  • SVB Wealth's Energy Transfer Partners position peaked at $33.8M in Q1 2019.
  • 1,231 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.