Tyler-Stone Wealth Management’s Energy Transfer Partners ET Stock Holding History

Tyler-Stone Wealth 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
2025 Q2	$846K	Buy	46,685 +9,948	+27%	+$174K	0.14%	144
2025 Q1	$683K	Buy	36,737 +2,421	+7%	+$47.2K	0.12%	156
2024 Q4	$672K	Buy	34,316 +7,659	+29%	+$136K	0.12%	156
2024 Q3	$428K	Buy	26,657 +19,702	+283%	+$317K	0.08%	205
2024 Q2	$113K	Buy	6,955 +1,104	+19%	+$17.4K	0.05%	265
2024 Q1	$92K	Buy	5,851 +110	+2%	+$1.6K	0.04%	283
2023 Q4	$79.2K	Buy	5,741 +2,070	+56%	+$28.1K	0.04%	295
2023 Q3	$52K	Buy	3,671 +71	+2%	+$942	0.03%	338
2023 Q2	$46K	Buy	+3,600	New	+$45.6K	0.03%	350
2022 Q4	$7K	Hold	600	–	–	﹤0.01%	609
2022 Q3	$7K	Hold	600	–	–	0.01%	597
2022 Q2	$6K	Hold	600	–	–	﹤0.01%	631
2022 Q1	$7K	Hold	600	–	–	﹤0.01%	622
2021 Q4	$5K	Buy	+600	New	+$5.45K	﹤0.01%	697

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tyler-Stone Wealth Management's ET Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Energy Transfer Partners (ET) stake by 27% in Q2 2025, buying an estimated $174K and bringing the position to 46,685 shares worth $846K. The position accounts for 0.14% of the portfolio, ranked #144.

Tyler-Stone Wealth Management first reported a position in ET in Q4 2021 and has held it in 14 quarters since. 1,231 funds tracked by Wall St. Rank hold ET as of Q2 2025.

Tyler-Stone Wealth Management held 46,685 shares of Energy Transfer Partners worth $846K as of Q2 2025.
Tyler-Stone Wealth Management bought 9,948 Energy Transfer Partners shares in Q2 2025, an estimated $174K.
Energy Transfer Partners made up 0.14% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #144 holding.
Tyler-Stone Wealth Management first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 14 quarters since.
1,231 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.