Toth Financial Advisory’s Energy Transfer Partners ET Stock Holding History

Toth Financial Advisory’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 Q3	$168K	Hold	8,475	–	–	0.02%	247
2026 Q2	$162K	Sell	8,475 -310	-4%	-$6K	0.02%	247
2026 Q1	$170K	Hold	8,785	–	–	0.02%	233
2025 Q4	$145K	Hold	8,785	–	–	0.02%	238
2025 Q3	$151K	Hold	8,785	–	–	0.02%	232
2025 Q2	$159K	Buy	8,785 +411	+5%	+$7.17K	0.02%	215
2025 Q1	$156K	Buy	8,374 +19	+0.2%	+$370	0.02%	216
2024 Q4	$164K	Buy	8,355 +3,000	+56%	+$53.1K	0.02%	209
2024 Q3	$85.9K	Buy	5,355 +200	+4%	+$3.22K	0.01%	245
2024 Q2	$83.6K	Hold	5,155	–	–	0.01%	253
2024 Q1	$81.1K	Buy	5,155 +1,888	+58%	+$27.5K	0.01%	253
2023 Q4	$45.1K	Buy	3,267 +2,481	+316%	+$33.7K	0.01%	307
2023 Q3	$11K	Hold	786	–	–	﹤0.01%	430
2023 Q2	$9.98K	Hold	786	–	–	﹤0.01%	468
2023 Q1	$9.8K	Hold	786	–	–	﹤0.01%	459
2022 Q4	$9.33K	Sell	786 -160	-17%	-$1.92K	﹤0.01%	448
2022 Q3	$10K	Hold	946	–	–	﹤0.01%	457
2022 Q2	$9K	Hold	946	–	–	﹤0.01%	448
2022 Q1	$11K	Hold	946	–	–	﹤0.01%	462
2021 Q4	$8K	Buy	946 +746	+373%	+$6.78K	﹤0.01%	517
2021 Q3	$2K	Sell	200 -316	-61%	-$3.03K	﹤0.01%	644
2021 Q2	$5K	Buy	516 +5	+1%	+$48	﹤0.01%	504
2021 Q1	$4K	Buy	511 +6	+1%	+$44	﹤0.01%	526
2020 Q4	$3K	Buy	505 +7	+1%	+$42	﹤0.01%	491
2020 Q3	$3K	Buy	498 +165	+50%	+$1.05K	﹤0.01%	454
2020 Q2	$2K	Sell	333 -1,852	-85%	-$13.7K	﹤0.01%	465
2020 Q1	$10K	Sell	2,185 -403	-16%	-$4.29K	﹤0.01%	275
2019 Q4	$33K	Buy	2,588 +67	+3%	+$826	0.01%	232
2019 Q3	$33K	Buy	2,521 +999	+66%	+$13.9K	0.01%	242
2019 Q2	$21K	Buy	1,522 +30	+2%	+$444	﹤0.01%	274
2019 Q1	$23K	Buy	1,492 +29	+2%	+$431	0.01%	255
2018 Q4	$19K	Buy	+1,463	New	+$22.2K	0.01%	244

Other funds holding ET

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Toth Financial Advisory's ET Position: Q3 2026 in Review

Toth Financial Advisory held its Energy Transfer Partners (ET) position steady in Q3 2026 at 8,475 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #247.

Toth Financial Advisory first reported a position in ET in Q4 2018 and has held it in 32 quarters since. The position peaked at $170K in Q1 2026. 68 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Toth Financial Advisory held 8,475 shares of Energy Transfer Partners worth $168K as of Q3 2026.
Toth Financial Advisory left its Energy Transfer Partners share count unchanged in Q3 2026.
Energy Transfer Partners made up 0.02% of Toth Financial Advisory's portfolio in Q3 2026, its #247 holding.
Toth Financial Advisory first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 32 quarters since.
Toth Financial Advisory's Energy Transfer Partners position peaked at $170K in Q1 2026.
68 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.