Westover Capital Advisors’s Energy Transfer Partners ET Stock Holding History

Westover Capital 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 Q2	$367K	Hold	19,200	–	–	0.06%	187
2026 Q1	$371K	Hold	19,200	–	–	0.07%	174
2025 Q4	$317K	Hold	19,200	–	–	0.06%	193
2025 Q3	$329K	Hold	19,200	–	–	0.06%	180
2025 Q2	$348K	Hold	19,200	–	–	0.07%	175
2025 Q1	$357K	Hold	19,200	–	–	0.08%	175
2024 Q4	$376K	Hold	19,200	–	–	0.08%	167
2024 Q3	$308K	Hold	19,200	–	–	0.06%	199
2024 Q2	$311K	Buy	+19,200	New	+$302K	0.08%	168
2021 Q4	–	Sell	-21,000	Closed	-$201K	–	181
2021 Q3	$201K	Buy	+21,000	New	+$202K	0.06%	168
2020 Q1	–	Sell	-11,700	Closed	-$150K	–	127
2019 Q4	$150K	Hold	11,700	–	–	0.07%	143
2019 Q3	$153K	Hold	11,700	–	–	0.07%	135
2019 Q2	$165K	Hold	11,700	–	–	0.08%	136
2019 Q1	$180K	Hold	11,700	–	–	0.09%	132
2018 Q4	$155K	Buy	+11,700	New	+$178K	0.1%	107

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Westover Capital Advisors's ET Position: Q2 2026 in Review

Westover Capital Advisors held its Energy Transfer Partners (ET) position steady in Q2 2026 at 19,200 shares worth $367K. The position accounts for 0.06% of the portfolio, ranked #187.

Westover Capital Advisors first reported a position in ET in Q4 2018 and has held it in 15 quarters since. The position peaked at $376K in Q4 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Westover Capital Advisors held 19,200 shares of Energy Transfer Partners worth $367K as of Q2 2026.
Westover Capital Advisors left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up 0.06% of Westover Capital Advisors's portfolio in Q2 2026, its #187 holding.
Westover Capital Advisors first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 15 quarters since.
Westover Capital Advisors's Energy Transfer Partners position peaked at $376K in Q4 2024.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.