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TrueWealth Advisors’s Energy Transfer Partners ET Stock Holding History

TrueWealth Advisors’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
Q1 		– Sell
-11,539
Closed -$190K – 239
2025
Q4 		$190K Sell
11,539
-2,865
-20% -$47.7K 0.05% 240
2025
Q3 		$247K Sell
14,404
-1,660
-10% -$29.1K 0.07% 200
2025
Q2 		$291K Sell
16,064
-3,144
-16% -$54.9K 0.09% 176
2025
Q1 		$357K Buy
19,208
+3,071
+19% +$59.8K 0.12% 141
2024
Q4 		$316K Buy
16,137
+2,371
+17% +$42K 0.11% 163
2024
Q3 		$221K Buy
13,766
+3,222
+31% +$51.8K 0.07% 208
2024
Q2 		$171K Buy
+10,544
New +$166K 0.06% 218

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

TrueWealth Advisors's ET Position: Q1 2026 in Review

TrueWealth Advisors sold out of Energy Transfer Partners (ET) in Q1 2026, closing a stake of 11,539 shares — an estimated $190K sold.

TrueWealth Advisors first reported a position in ET in Q2 2024 and held it in 7 quarters. The position peaked at $357K in Q1 2025. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • TrueWealth Advisors reported no remaining Energy Transfer Partners position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Advisors sold 11,539 Energy Transfer Partners shares in Q1 2026, an estimated $190K.
  • TrueWealth Advisors first reported a position in Energy Transfer Partners in Q2 2024 and held it in 7 quarters.
  • TrueWealth Advisors's Energy Transfer Partners position peaked at $357K in Q1 2025.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on TrueWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.