Venture Visionary Partners’s Energy Transfer Partners ET Stock Holding History

Venture Visionary Partners’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
2024 Q1	–	Sell	-12,000	Closed	-$166K	–	562
2023 Q4	$166K	Sell	12,000 -12,000	-50%	-$163K	0.01%	497
2023 Q3	$337K	Hold	24,000	–	–	0.02%	396
2023 Q2	$305K	Buy	+24,000	New	+$304K	0.02%	417

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

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

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

HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Venture Visionary Partners's ET Position: Q3 2026 in Review

Venture Visionary Partners increased its Energy Transfer Partners (ET) stake by 49% in Q3 2026, buying an estimated $1.44M and bringing the position to 212,506 shares worth $4.2M. The position accounts for 0.11% of the portfolio, ranked #173.

Venture Visionary Partners first reported a position in ET in Q4 2019 and has held it in 28 quarters since. 60 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Venture Visionary Partners held 212,506 shares of Energy Transfer Partners worth $4.2M as of Q3 2026.
Venture Visionary Partners bought 69,668 Energy Transfer Partners shares in Q3 2026, an estimated $1.44M.
Energy Transfer Partners made up 0.11% of Venture Visionary Partners's portfolio in Q3 2026, its #173 holding.
Venture Visionary Partners first reported a position in Energy Transfer Partners in Q4 2019 and has held it in 28 quarters since.
60 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.